Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCE-PJ (SCE Trust IV) | NA | 8.06% | 18.36% | 7.01% | 5.46% | NA | NA | … | … |
Data as of 12/17/2025, Common starting date is 08/19/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCE-PJ (SCE Trust IV) | 08/19/2015 | 12/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 8.06 | 18.36 | 7.01 | 5.46 | NA | NA | … | … | 8.37 | 18.05 | 29.76 | -22.85 | 9.21 | 4.83 | 28.05 | -16.68 | 9.92 | -4.40 | 8.62 |
| Sharpe Ratio | NA | 0.44 | 1.10 | 0.34 | 0.20 | NA | NA | … | … | 0.50 | 1.49 | 1.47 | -1.27 | 1.17 | 0.10 | 1.80 | -0.99 | 0.81 | -0.30 | 2.69 |
| Standard Deviation(%) | NA | 11.65 | 13.60 | 14.00 | 20.01 | NA | NA | … | … | 11.61 | 9.68 | 17.92 | 19.25 | 7.86 | 45.80 | 14.80 | 18.32 | 11.46 | 15.23 | 9.30 |
| Draw Down(%) | NA | 14.16 | 14.16 | 26.70 | 39.73 | NA | NA | … | … | 14.16 | 4.45 | 9.20 | 26.70 | 4.40 | 39.73 | 7.57 | 26.48 | 8.11 | 17.45 | 3.23 |
| Yield(%) | 1.85 | 6.00 | 7.66 | 5.68 | 5.20 | 3.69 | 2.76 | … | … | 6.01 | 6.11 | 7.36 | 5.38 | 5.58 | 5.40 | 6.48 | 5.33 | 5.39 | 4.98 | 1.61 |
Data as of 12/17/2025, Common starting date is 08/19/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCE-PJ (SCE Trust IV) |
-6.62%
Mar 2017 – Mar 2020 |
-2.38%
Oct 2017 – Oct 2022 |
4.85%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCE-PJ (SCE Trust IV) |
17.90%
Nov 2022 – Nov 2025 |
10.11%
Mar 2020 – Mar 2025 |
5.75%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart