Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHQX (Age-Based Option Age 7-9 Cl C) | NA | 18.74% | 9.45% | 9.19% | 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 |
|---|---|---|
| SCHQX (Age-Based Option Age 7-9 Cl C) | 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 | 18.74 | 9.45 | 9.19 | NA | NA | NA | … | … | 6.80 | 12.09 | 18.28 | -5.92 | 13.47 | 3.10 |
| Sharpe Ratio | NA | 2.22 | 0.64 | 0.74 | NA | NA | NA | … | … | 1.52 | 0.58 | 2.44 | -0.70 | 2.93 | 1.07 |
| Standard Deviation(%) | NA | 8.73 | 13.48 | 11.36 | NA | NA | NA | … | … | 8.19 | 20.47 | 6.90 | 10.29 | 4.40 | 6.19 |
| Draw Down(%) | NA | 5.26 | 24.98 | 24.98 | NA | NA | NA | … | … | 3.62 | 24.98 | 4.00 | 12.99 | 1.60 | 3.69 |
| 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 |
|---|---|---|---|---|
| SCHQX (Age-Based Option Age 7-9 Cl C) |
0.89%
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 |
|---|---|---|---|---|
| SCHQX (Age-Based Option Age 7-9 Cl C) |
10.48%
Jun 2018 – Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart