Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCAZX (All Equity Option Cl A) | NA | 33.25% | 11.76% | 13.03% | 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 |
|---|---|---|
| SCAZX (All Equity Option Cl A) | 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 | 33.25 | 11.76 | 13.03 | NA | NA | NA | … | … | 12.77 | 13.91 | 24.14 | -8.56 | 19.91 | 6.10 |
| Sharpe Ratio | NA | 2.53 | 0.50 | 0.68 | NA | NA | NA | … | … | 1.91 | 0.41 | 1.92 | -0.65 | 2.71 | 1.45 |
| Standard Deviation(%) | NA | 13.62 | 21.98 | 18.16 | NA | NA | NA | … | … | 12.54 | 33.15 | 11.82 | 15.33 | 7.13 | 9.30 |
| Draw Down(%) | NA | 7.42 | 34.68 | 34.68 | NA | NA | NA | … | … | 4.12 | 34.68 | 7.29 | 19.50 | 2.63 | 5.12 |
| 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 |
|---|---|---|---|---|
| SCAZX (All Equity Option Cl A) |
-0.45%
Mar 2017 – Mar 2020 |
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 |
|---|---|---|---|---|
| SCAZX (All Equity Option Cl A) |
13.63%
May 2018 – May 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart