Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHEX (Age-Based Option Age 0-3 Cl A) | NA | 26.66% | 10.94% | 11.45% | 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 |
|---|---|---|
| SCHEX (Age-Based Option Age 0-3 Cl A) | 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 | 26.66 | 10.94 | 11.45 | NA | NA | NA | … | … | 10.21 | 13.32 | 21.47 | -7.07 | 16.99 | 4.80 |
| Sharpe Ratio | NA | 2.44 | 0.57 | 0.73 | NA | NA | NA | … | … | 1.81 | 0.49 | 2.14 | -0.68 | 2.88 | 1.37 |
| Standard Deviation(%) | NA | 11.26 | 17.72 | 14.68 | NA | NA | NA | … | … | 10.45 | 26.78 | 9.37 | 12.41 | 5.71 | 7.65 |
| Draw Down(%) | NA | 6.43 | 30.07 | 30.07 | NA | NA | NA | … | … | 3.77 | 30.07 | 5.72 | 16.22 | 2.08 | 4.31 |
| 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 |
|---|---|---|---|---|
| SCHEX (Age-Based Option Age 0-3 Cl A) |
0.41%
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 |
|---|---|---|---|---|
| SCHEX (Age-Based Option Age 0-3 Cl A) |
12.41%
Jun 2018 – Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart