Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCEQX (U.S. Aggressive Equity Individual Fund O) | NA | 32.72% | 10.82% | 11.81% | NA | NA | NA | 12.28% |
Data as of 07/26/2021, AR inception is 07/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCEQX (U.S. Aggressive Equity Individual Fund O) | 07/19/2016 | 07/26/2021 |
| 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 | 32.72 | 10.82 | 11.81 | NA | NA | NA | 12.28 | 9.32 | 19.25 | 24.27 | -7.66 | 14.42 | 4.24 |
| Sharpe Ratio | NA | 1.94 | 0.41 | 0.53 | NA | NA | NA | 0.55 | 1.03 | 0.54 | 1.58 | -0.46 | 1.36 | 0.70 |
| Standard Deviation(%) | NA | 17.69 | 24.58 | 20.78 | NA | NA | NA | 20.75 | 16.77 | 35.21 | 14.50 | 19.34 | 10.15 | 13.15 |
| Draw Down(%) | NA | 8.86 | 32.66 | 32.66 | NA | NA | NA | 32.66 | 6.88 | 32.66 | 8.73 | 22.36 | 5.68 | 8.95 |
| 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 |
Data as of 07/26/2021, AR inception is 07/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCEQX (U.S. Aggressive Equity Individual Fund O) |
-0.82%
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 |
|---|---|---|---|---|
| SCEQX (U.S. Aggressive Equity Individual Fund O) |
13.90%
Apr 2018 - Apr 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart