Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCERX (U.S. Aggressive Equity Individual Fund O) | NA | 32.08% | 10.27% | 11.26% | NA | NA | NA | … | … |
Data as of 07/26/2021, Common starting date is 07/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCERX (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 | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 32.08 | 10.27 | 11.26 | NA | NA | NA | … | … | 9.02 | 18.69 | 23.63 | -8.13 | 13.84 | 4.02 |
| Sharpe Ratio | NA | 1.90 | 0.39 | 0.51 | NA | NA | NA | … | … | 0.99 | 0.52 | 1.53 | -0.49 | 1.31 | 0.66 |
| Standard Deviation(%) | NA | 17.73 | 24.60 | 20.79 | NA | NA | NA | … | … | 16.80 | 35.21 | 14.50 | 19.35 | 10.15 | 13.16 |
| Draw Down(%) | NA | 8.87 | 32.67 | 32.67 | NA | NA | NA | … | … | 6.97 | 32.67 | 8.74 | 22.45 | 5.71 | 9.02 |
| 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 |
Data as of 07/26/2021, Common starting date is 07/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCERX (U.S. Aggressive Equity Individual Fund O) |
-1.33%
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 |
|---|---|---|---|---|
| SCERX (U.S. Aggressive Equity Individual Fund O) |
13.31%
Apr 2018 – Apr 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart