Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCEUX (U.S. Small Cap Equity Individual Fund Op) | NA | 47.86% | 8.89% | 12.46% | 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 |
|---|---|---|
| SCEUX (U.S. Small Cap Equity Individual Fund Op) | 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 | 47.86 | 8.89 | 12.46 | NA | NA | NA | … | … | 13.74 | 3.69 | 30.16 | -9.11 | 14.30 | 13.69 |
| Sharpe Ratio | NA | 2.47 | 0.28 | 0.48 | NA | NA | NA | … | … | 1.34 | 0.08 | 1.73 | -0.60 | 1.18 | 2.31 |
| Standard Deviation(%) | NA | 19.78 | 29.45 | 24.23 | NA | NA | NA | … | … | 19.31 | 43.90 | 16.58 | 17.30 | 11.68 | 13.81 |
| Draw Down(%) | NA | 9.46 | 47.05 | 47.05 | NA | NA | NA | … | … | 7.73 | 47.05 | 12.15 | 24.63 | 5.56 | 5.72 |
| 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 |
|---|---|---|---|---|
| SCEUX (U.S. Small Cap Equity Individual Fund Op) |
-6.50%
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 |
|---|---|---|---|---|
| SCEUX (U.S. Small Cap Equity Individual Fund Op) |
13.35%
Apr 2018 – Apr 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart