Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCFLF (Schaeffler AG) | NA | -11.57% | -13.27% | -2.01% | NA | NA | NA | … | … |
Data as of 10/10/2024, Common starting date is 11/20/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCFLF (Schaeffler AG) | 11/20/2015 | 10/10/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.57 | -13.27 | -2.01 | NA | NA | NA | … | … | -16.46 | 21.80 | -25.23 | 13.21 | -30.26 | 41.96 | -48.21 | 33.95 | -27.97 | 14.19 |
| Sharpe Ratio | NA | -0.36 | -0.26 | -0.08 | NA | NA | NA | … | … | -0.65 | 0.35 | -0.45 | 0.38 | -0.48 | 0.87 | -1.23 | 1.07 | -0.94 | 6.23 |
| Standard Deviation(%) | NA | 50.27 | 50.86 | 51.58 | NA | NA | NA | … | … | 42.65 | 50.61 | 59.29 | 34.97 | 62.89 | 46.45 | 40.46 | 31.23 | 29.93 | 39.30 |
| Draw Down(%) | NA | 36.79 | 48.88 | 60.54 | NA | NA | NA | … | … | 36.79 | 36.75 | 48.88 | 25.40 | 59.91 | 30.76 | 58.82 | 19.84 | 27.97 | 4.99 |
| Yield(%) | 0.00 | 7.75 | 5.19 | 5.83 | 2.51 | 1.67 | 1.25 | … | … | 7.32 | 8.41 | 6.48 | 3.57 | 4.16 | 6.79 | 3.40 | 4.00 | 0.86 | 0.00 |
Data as of 10/10/2024, Common starting date is 11/20/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCFLF (Schaeffler AG) |
-24.29%
Apr 2017 – Apr 2020 |
-18.12%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCFLF (Schaeffler AG) |
14.44%
Apr 2020 – Apr 2023 |
3.74%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart