Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHTX (Age-Based Option Age 10-12 Cl A) | NA | 16.53% | 9.26% | 8.75% | 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 |
|---|---|---|
| SCHTX (Age-Based Option Age 10-12 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 | 16.53 | 9.26 | 8.75 | NA | NA | NA | … | … | 6.26 | 11.54 | 16.76 | -4.13 | 12.09 | 2.69 |
| Sharpe Ratio | NA | 2.29 | 0.76 | 0.84 | NA | NA | NA | … | … | 1.65 | 0.66 | 2.72 | -0.63 | 3.10 | 1.08 |
| Standard Deviation(%) | NA | 7.43 | 11.24 | 9.49 | NA | NA | NA | … | … | 6.94 | 17.09 | 5.65 | 8.63 | 3.71 | 5.27 |
| Draw Down(%) | NA | 4.54 | 21.58 | 21.58 | NA | NA | NA | … | … | 3.18 | 21.58 | 3.02 | 10.21 | 1.32 | 3.13 |
| 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 |
|---|---|---|---|---|
| SCHTX (Age-Based Option Age 10-12 Cl A) |
1.75%
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 |
|---|---|---|---|---|
| SCHTX (Age-Based Option Age 10-12 Cl A) |
10.14%
Jun 2018 – Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart