Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCEWX (U.S. Small Cap Equity Individual Fund Op) | NA | 47.40% | 8.93% | 12.56% | 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 |
|---|---|---|
| SCEWX (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 | 47.40 | 8.93 | 12.56 | NA | NA | NA | … | … | 13.72 | 3.36 | 30.60 | -8.70 | 14.18 | 13.71 |
| Sharpe Ratio | NA | 2.44 | 0.28 | 0.49 | NA | NA | NA | … | … | 1.33 | 0.07 | 1.76 | -0.58 | 1.16 | 2.34 |
| Standard Deviation(%) | NA | 19.79 | 29.47 | 24.21 | NA | NA | NA | … | … | 19.34 | 43.92 | 16.55 | 17.35 | 11.69 | 13.68 |
| Draw Down(%) | NA | 9.49 | 47.05 | 47.05 | NA | NA | NA | … | … | 7.74 | 47.05 | 11.80 | 24.60 | 5.59 | 5.70 |
| 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 |
|---|---|---|---|---|
| SCEWX (U.S. Small Cap Equity Individual Fund Op) |
-6.29%
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 |
|---|---|---|---|---|
| SCEWX (U.S. Small Cap Equity Individual Fund Op) |
13.56%
Apr 2018 – Apr 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart