Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHRX (Age-Based Option Age 7-9 Cl O) | NA | 19.03% | 9.85% | 9.63% | 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 |
|---|---|---|
| SCHRX (Age-Based Option Age 7-9 Cl O) | 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 | 19.03 | 9.85 | 9.63 | NA | NA | NA | … | … | 7.04 | 12.38 | 18.82 | -5.45 | 13.93 | 3.29 |
| Sharpe Ratio | NA | 2.25 | 0.67 | 0.78 | NA | NA | NA | … | … | 1.58 | 0.59 | 2.53 | -0.66 | 3.02 | 1.15 |
| Standard Deviation(%) | NA | 8.74 | 13.48 | 11.36 | NA | NA | NA | … | … | 8.19 | 20.48 | 6.88 | 10.30 | 4.42 | 6.13 |
| Draw Down(%) | NA | 5.24 | 24.94 | 24.94 | NA | NA | NA | … | … | 3.58 | 24.94 | 3.97 | 12.59 | 1.60 | 3.65 |
| 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 |
|---|---|---|---|---|
| SCHRX (Age-Based Option Age 7-9 Cl O) |
1.33%
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 |
|---|---|---|---|---|
| SCHRX (Age-Based Option Age 7-9 Cl O) |
10.92%
Jun 2018 – Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart