Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCL (Stepan Company) | 10.78% | -1.51% | -16.57% | -15.56% | 0.09% | 4.80% | 7.98% | … | … |
Data as of 06/05/2026, Common starting date is 03/18/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCL (Stepan Company) | 03/18/1992 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.50 | -1.51 | -16.57 | -15.56 | 0.09 | 4.80 | 7.98 | … | … | 10.78 | -24.60 | -30.29 | -9.74 | -13.23 | 5.24 | 17.73 | 39.96 | -5.21 | -1.84 | 65.99 | 25.93 | -37.82 | 19.48 | 40.30 | 6.68 | 19.60 | 40.94 | 47.46 | 5.56 | 21.03 | 14.08 | -1.99 | 5.85 | 5.91 | 5.65 | 4.61 | -12.21 | -10.13 | 45.40 | 22.56 | 10.83 | 6.67 | -15.41 | 5.14 |
| Sharpe Ratio | NA | -0.12 | -0.56 | -0.59 | -0.04 | NA | NA | … | … | 0.65 | -0.81 | -1.22 | -0.46 | -0.54 | 0.22 | 0.33 | 1.74 | -0.22 | -0.10 | 2.31 | 0.80 | -1.81 | 0.98 | 1.55 | 0.19 | 0.49 | 0.77 | 0.73 | 0.05 | 0.56 | 0.47 | -0.12 | 0.19 | 0.21 | 0.14 | 0.02 | -1.06 | -0.60 | 1.74 | 0.79 | 0.22 | 0.14 | -0.77 | 0.14 |
| Standard Deviation(%) | NA | 38.10 | 33.56 | 30.67 | 31.95 | NA | NA | … | … | 47.51 | 34.05 | 27.91 | 29.44 | 27.13 | 23.55 | 52.36 | 22.12 | 30.63 | 25.96 | 28.43 | 32.45 | 20.90 | 19.89 | 26.19 | 35.79 | 39.45 | 53.17 | 63.29 | 44.80 | 31.64 | 25.04 | 24.93 | 26.78 | 22.82 | 23.00 | 22.41 | 14.72 | 22.75 | 23.90 | 23.62 | 31.75 | 25.35 | 22.74 | 28.65 |
| Draw Down(%) | NA | 32.78 | 55.77 | 66.73 | 66.90 | NA | NA | … | … | 32.78 | 34.13 | 30.39 | 43.74 | 25.24 | 20.06 | 32.15 | 10.87 | 23.34 | 16.85 | 15.72 | 26.16 | 43.46 | 18.01 | 12.03 | 17.96 | 30.85 | 50.45 | 51.88 | 20.03 | 15.67 | 13.78 | 16.25 | 17.12 | 15.05 | 32.02 | 25.42 | 16.43 | 28.02 | 11.66 | 17.07 | 27.71 | 21.65 | 32.23 | 31.39 |
| Yield(%) | 0.75 | 2.90 | 1.60 | 1.10 | 2.09 | 3.32 | 5.86 | … | … | 1.68 | 2.45 | 1.62 | 1.41 | 1.10 | 1.03 | 1.08 | 1.38 | 1.16 | 1.29 | 1.63 | 1.83 | 1.34 | 1.16 | 1.41 | 1.37 | 1.46 | 1.92 | 2.71 | 2.64 | 2.94 | 3.26 | 3.01 | 3.03 | 2.94 | 3.16 | 2.87 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/18/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCL (Stepan Company) |
-24.33%
Nov 2022 – Nov 2025 |
-16.59%
Oct 2020 – Oct 2025 |
-0.59%
Oct 2015 – Oct 2025 |
2.94%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCL (Stepan Company) |
49.97%
Mar 2009 – Mar 2012 |
38.39%
Mar 2009 – Mar 2014 |
22.50%
Feb 2009 – Feb 2019 |
17.89%
May 2005 – May 2020 |
Annualized Rolling Returns Comparison Chart