Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHVX (Age-Based Option Age 10-12 Cl C) | NA | 16.01% | 8.74% | 8.22% | 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 |
|---|---|---|
| SCHVX (Age-Based Option Age 10-12 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 | 16.01 | 8.74 | 8.22 | NA | NA | NA | … | … | 6.00 | 10.98 | 16.19 | -4.63 | 11.57 | 2.45 |
| Sharpe Ratio | NA | 2.23 | 0.71 | 0.78 | NA | NA | NA | … | … | 1.58 | 0.63 | 2.59 | -0.70 | 2.94 | 0.99 |
| Standard Deviation(%) | NA | 7.41 | 11.22 | 9.49 | NA | NA | NA | … | … | 6.94 | 17.05 | 5.68 | 8.62 | 3.73 | 5.25 |
| Draw Down(%) | NA | 4.57 | 21.62 | 21.62 | NA | NA | NA | … | … | 3.18 | 21.62 | 3.08 | 10.59 | 1.33 | 3.21 |
| 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 |
|---|---|---|---|---|
| SCHVX (Age-Based Option Age 10-12 Cl C) |
1.26%
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 |
|---|---|---|---|---|
| SCHVX (Age-Based Option Age 10-12 Cl C) |
9.59%
Jun 2018 – Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart