Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHNX (Age-Based Option Age 7-9 Cl A) | NA | 19.15% | 9.96% | 9.72% | 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 |
|---|---|---|
| SCHNX (Age-Based Option Age 7-9 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 | 19.15 | 9.96 | 9.72 | NA | NA | NA | … | … | 7.09 | 12.47 | 18.98 | -5.35 | 13.97 | 3.33 |
| Sharpe Ratio | NA | 2.26 | 0.68 | 0.79 | NA | NA | NA | … | … | 1.59 | 0.60 | 2.55 | -0.65 | 3.02 | 1.17 |
| Standard Deviation(%) | NA | 8.72 | 13.49 | 11.37 | NA | NA | NA | … | … | 8.17 | 20.48 | 6.88 | 10.33 | 4.43 | 6.08 |
| Draw Down(%) | NA | 5.24 | 24.93 | 24.93 | NA | NA | NA | … | … | 3.56 | 24.93 | 3.99 | 12.50 | 1.60 | 3.60 |
| 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 |
|---|---|---|---|---|
| SCHNX (Age-Based Option Age 7-9 Cl A) |
1.44%
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 |
|---|---|---|---|---|
| SCHNX (Age-Based Option Age 7-9 Cl A) |
11.03%
Jun 2018 – Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart