Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCBIX (Schroder Core Bond Fund Investor Shares) | -0.14% | 4.59% | 4.14% | 0.02% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/26/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCBIX (Schroder Core Bond Fund Investor Shares) | 06/26/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.59 | 4.14 | 0.02 | NA | NA | NA | … | … | -0.14 | 7.91 | 1.11 | 6.01 | -14.06 | -1.23 | 9,992.01 |
| Sharpe Ratio | NA | 0.63 | 0.21 | -0.39 | NA | NA | NA | … | … | -0.59 | 0.99 | -0.39 | 0.34 | -2.08 | -0.33 | 1,199.99 |
| Standard Deviation(%) | NA | 4.08 | 5.89 | 6.16 | NA | NA | NA | … | … | 4.33 | 5.11 | 6.35 | 7.07 | 7.47 | 3.76 | 638.85 |
| Draw Down(%) | NA | 3.06 | 6.20 | 19.00 | NA | NA | NA | … | … | 3.06 | 3.11 | 4.74 | 7.45 | 17.93 | 3.63 | 1.29 |
| Yield(%) | 0.00 | 4.21 | 4.40 | 3.45 | 200.85 | 133.90 | 100.43 | … | … | 1.36 | 4.67 | 4.43 | 4.30 | 2.81 | 3.04 | 299.09 |
Data as of 06/04/2026, Common starting date is 06/26/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCBIX (Schroder Core Bond Fund Investor Shares) |
-5.56%
Oct 2020 – Oct 2023 |
-0.89%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCBIX (Schroder Core Bond Fund Investor Shares) |
6.09%
Oct 2022 – Oct 2025 |
0.46%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart