Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHUX (Age-Based Option Age 10-12 Cl B) | NA | 5.42% | NA | NA | NA | NA | NA | … | … |
Data as of 05/02/2019, Common starting date is 07/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHUX (Age-Based Option Age 10-12 Cl B) | 07/19/2016 | 05/02/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.42 | NA | NA | NA | NA | NA | … | … | 8.87 | -4.80 | 11.32 | 2.33 |
| Sharpe Ratio | NA | 0.51 | NA | NA | NA | NA | NA | … | … | 5.18 | -0.71 | 2.89 | 0.93 |
| Standard Deviation(%) | NA | 7.63 | NA | NA | NA | NA | NA | … | … | 5.29 | 8.60 | 3.71 | 5.27 |
| Draw Down(%) | NA | 9.75 | NA | NA | NA | NA | NA | … | … | 1.35 | 10.76 | 1.33 | 3.22 |
| Yield(%) | 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 05/02/2019, 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 |
|---|---|---|---|---|
| SCHUX (Age-Based Option Age 10-12 Cl B) |
0.00%
NA |
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 |
|---|---|---|---|---|
| SCHUX (Age-Based Option Age 10-12 Cl B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart