Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SCAQX (Age-Based Option: Age 19 and Up Cl C) NA 1.33% 2.26% 1.38% NA NA NA
Data as of 07/26/2021, Common starting date is 07/19/2016
More Performance Analytics Comparison
Name Start Date End Date
SCAQX (Age-Based Option: Age 19 and Up Cl C) 07/19/2016 07/26/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016
Annualized Return (%) 0.00 1.33 2.26 1.38 NA NA NA 0.22 2.83 3.60 -0.23 1.08 -0.62
Sharpe Ratio NA 1.21 1.02 0.46 NA NA NA 0.33 1.39 1.63 -1.31 0.39 -1.14
Standard Deviation(%) NA 1.07 1.47 1.39 NA NA NA 1.12 1.86 1.34 1.19 1.17 1.37
Draw Down(%) NA 0.86 3.28 3.28 NA NA NA 0.86 3.28 0.59 0.92 0.62 1.38
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 07/26/2021, Common starting date is 07/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCAQX (Age-Based Option: Age 19 and Up Cl C) 1.09%
Sep 2016 – Sep 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCAQX (Age-Based Option: Age 19 and Up Cl C) 2.16%
Jun 2018 – Jun 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return