Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCEVX (U.S. Small Cap Equity Individual Fund Op) | NA | 47.10% | 8.33% | 11.91% | 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 |
|---|---|---|
| SCEVX (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 | 47.10 | 8.33 | 11.91 | NA | NA | NA | … | … | 13.41 | 3.14 | 29.51 | -9.51 | 13.69 | 13.43 |
| Sharpe Ratio | NA | 2.42 | 0.26 | 0.46 | NA | NA | NA | … | … | 1.30 | 0.07 | 1.69 | -0.63 | 1.13 | 2.29 |
| Standard Deviation(%) | NA | 19.78 | 29.46 | 24.20 | NA | NA | NA | … | … | 19.33 | 43.90 | 16.57 | 17.33 | 11.65 | 13.66 |
| Draw Down(%) | NA | 9.48 | 47.11 | 47.11 | NA | NA | NA | … | … | 7.76 | 47.11 | 12.29 | 24.74 | 5.63 | 5.82 |
| 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 |
|---|---|---|---|---|
| SCEVX (U.S. Small Cap Equity Individual Fund Op) |
-6.93%
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 |
|---|---|---|---|---|
| SCEVX (U.S. Small Cap Equity Individual Fund Op) |
12.75%
Apr 2018 – Apr 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart