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
SCAWX (Age-Based Option: Age 19 and Up Cl O) NA 1.37% 2.32% 1.40% 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
SCAWX (Age-Based Option: Age 19 and Up Cl O) 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 1.37 2.32 1.40 NA NA NA 0.21 2.90 3.65 -0.30 1.21 -0.60
Sharpe Ratio NA 1.18 1.05 0.48 NA NA NA 0.31 1.43 1.59 -1.36 0.52 -1.16
Standard Deviation(%) NA 1.12 1.48 1.39 NA NA NA 1.14 1.85 1.40 1.20 1.12 1.33
Draw Down(%) NA 0.84 3.26 3.26 NA NA NA 0.84 3.26 0.65 0.97 0.53 1.35
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
SCAWX (Age-Based Option: Age 19 and Up Cl O) 1.11%
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
SCAWX (Age-Based Option: Age 19 and Up Cl O) 2.17%
May 2018 – May 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return