Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCE-PH (SCE Trust III) | NA | 13.40% | 7.55% | 7.70% | 5.61% | NA | NA | … | … |
Data as of 11/27/2024, Common starting date is 03/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCE-PH (SCE Trust III) | 03/03/2014 | 11/27/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 13.40 | 7.55 | 7.70 | 5.61 | NA | NA | … | … | 9.78 | 42.79 | -22.19 | 10.04 | 6.83 | 11.87 | -9.38 | 11.93 | 0.27 | 6.60 | 9.36 |
| Sharpe Ratio | NA | 1.15 | 0.24 | 0.22 | 0.20 | NA | NA | … | … | 0.92 | 2.22 | -1.08 | 0.95 | 0.15 | 0.77 | -0.58 | 0.85 | 0.00 | 0.67 | 1.42 |
| Standard Deviation(%) | NA | 5.86 | 16.57 | 23.49 | 19.58 | NA | NA | … | … | 4.18 | 17.53 | 22.00 | 10.58 | 42.70 | 13.59 | 18.48 | 13.43 | 16.60 | 9.88 | 7.95 |
| Draw Down(%) | NA | 3.10 | 23.07 | 38.70 | 40.63 | NA | NA | … | … | 3.10 | 12.73 | 23.07 | 5.43 | 38.70 | 11.37 | 24.49 | 7.53 | 18.56 | 6.05 | 4.34 |
| Yield(%) | 0.00 | 8.90 | 6.64 | 6.47 | 5.60 | 4.20 | 3.15 | … | … | 7.28 | 7.58 | 5.67 | 5.86 | 5.81 | 6.28 | 5.46 | 5.49 | 5.35 | 5.32 | 4.44 |
Data as of 11/27/2024, Common starting date is 03/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCE-PH (SCE Trust III) |
-4.91%
Mar 2017 – Mar 2020 |
-1.50%
Dec 2017 – Dec 2022 |
5.57%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCE-PH (SCE Trust III) |
12.39%
Jan 2019 – Jan 2022 |
10.31%
Jan 2019 – Jan 2024 |
5.88%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart