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
SCCB NA -100.00% -100.00% -100.00% NA NA NA
Data as of 07/09/2024, Common starting date is 06/28/2019
More Performance Analytics Comparison
Name Start Date End Date
SCCB 06/28/2019 07/09/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019
Annualized Return (%) NA -100.00 -100.00 -100.00 NA NA NA -100.00 10.33 3.85 7.37 6.18 4.16
Sharpe Ratio NA NA NA NA NA NA NA NA 0.71 0.29 1.00 0.06 0.07
Standard Deviation(%) NA NA NA NA NA NA NA NA 8.65 8.42 7.35 94.61 103.36
Draw Down(%) NA 100.00 100.00 100.00 NA NA NA 100.00 3.39 5.39 2.42 66.79 31.91
Yield(%) NA 7.22 6.94 6.99 3.52 2.34 1.76 3.55 7.31 7.02 7.07 6.93 3.60
Data as of 07/09/2024, Common starting date is 06/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCCB (SCCB) 5.26%
Oct 2019 – Oct 2022
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
SCCB (SCCB) 20.03%
Mar 2020 – Mar 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return