Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHL (Scholastic Corporation) | 47.22% | 142.55% | 3.61% | 4.77% | 3.00% | 5.40% | 4.09% | … | … |
Data as of 06/05/2026, Common starting date is 01/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHL (Scholastic Corporation) | 01/03/2000 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.57 | 142.55 | 3.61 | 4.77 | 3.00 | 5.40 | 4.09 | … | … | 47.22 | 43.96 | -42.00 | -2.52 | 0.48 | 62.98 | -33.44 | -3.00 | 1.85 | -15.16 | 25.16 | 7.48 | 9.02 | 17.17 | 0.23 | 2.90 | 0.12 | 121.82 | -61.08 | -2.65 | 25.71 | -22.86 | 8.58 | -5.31 | -28.57 | 13.59 | 43.96 |
| Sharpe Ratio | NA | 3.21 | -0.04 | 0.09 | 0.02 | NA | NA | … | … | 3.57 | 0.83 | -1.01 | -0.14 | -0.02 | 2.06 | -0.62 | -0.17 | 0.02 | -0.83 | 1.13 | 0.27 | 0.39 | 0.58 | 0.01 | 0.07 | 0.00 | 2.48 | -1.10 | -0.20 | 1.02 | -0.96 | 0.32 | -0.15 | -0.75 | 0.28 | 0.92 |
| Standard Deviation(%) | NA | 43.15 | 44.41 | 42.24 | 37.71 | NA | NA | … | … | 33.03 | 49.47 | 45.37 | 43.87 | 39.39 | 30.52 | 53.86 | 26.49 | 25.97 | 19.23 | 22.00 | 27.33 | 23.24 | 29.77 | 34.76 | 41.03 | 32.37 | 49.07 | 56.10 | 29.26 | 22.01 | 26.21 | 23.86 | 40.88 | 39.43 | 40.38 | 43.51 |
| Draw Down(%) | NA | 12.02 | 63.84 | 64.52 | 64.52 | NA | NA | … | … | 11.40 | 27.64 | 50.07 | 31.21 | 38.66 | 18.16 | 47.58 | 25.02 | 20.89 | 24.60 | 13.33 | 19.23 | 14.99 | 18.70 | 29.73 | 24.75 | 27.60 | 34.97 | 67.93 | 17.66 | 17.84 | 28.18 | 25.38 | 39.95 | 40.39 | 27.68 | 36.84 |
| Yield(%) | 0.00 | 4.38 | 1.90 | 1.98 | 1.74 | 2.46 | 1.95 | … | … | 1.34 | 3.78 | 2.10 | 2.00 | 1.73 | 2.46 | 1.57 | 1.47 | 1.50 | 1.27 | 1.55 | 1.67 | 1.80 | 1.72 | 1.62 | 1.31 | 0.96 | 1.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHL (Scholastic Corporation) |
-28.68%
Jan 2006 – Jan 2009 |
-19.43%
Jan 2004 – Jan 2009 |
-7.33%
May 2015 – May 2025 |
-2.61%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHL (Scholastic Corporation) |
42.40%
Feb 2009 – Feb 2012 |
28.10%
Feb 2009 – Feb 2014 |
16.03%
Feb 2009 – Feb 2019 |
10.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart