Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 07/26/2021.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCELX (US Core Equity Individual Fund Option Cl) | NA | 33.88% | 16.57% | 15.44% | NA | NA | NA | 15.31% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCELX (US Core Equity Individual Fund Option Cl) | 07/20/2016 | 07/26/2021 |
The return data shown below all have the same latest date: 07/26/2021.
AR inception is since 07/20/2016.
AR inception is since 07/20/2016.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 33.88 | 16.57 | 15.44 | NA | NA | NA | 15.31 | 15.04 | 14.82 | 29.92 | -2.36 | 19.65 | 1.70 |
| Sharpe Ratio | NA | 2.43 | 0.71 | 0.80 | NA | NA | NA | 0.79 | 2.33 | 0.43 | 2.46 | -0.23 | 3.15 | 0.42 |
| Standard Deviation(%) | NA | 14.27 | 22.30 | 18.39 | NA | NA | NA | 18.36 | 12.18 | 33.82 | 11.60 | 16.18 | 6.07 | 8.46 |
| Draw Down(%) | NA | 8.98 | 32.18 | 32.18 | NA | NA | NA | 32.18 | 3.69 | 32.18 | 5.59 | 16.75 | 2.32 | 5.52 |
| 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 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCELX (US Core Equity Individual Fund Option Cl) |
4.94%
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 |
|---|---|---|---|---|
| SCELX (US Core Equity Individual Fund Option Cl) |
17.84%
Jun 2018 - Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart