Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCMLX (SCHNEIDER VALUE FUND SCHNEIDER VALUE FUND) | NA | 51.75% | 1.94% | 9.45% | 0.03% | NA | NA | … | … |
Data as of 01/19/2017, Common starting date is 10/18/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCMLX (SCHNEIDER VALUE FUND SCHNEIDER VALUE FUND) | 10/18/2002 | 01/19/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 51.75 | 1.94 | 9.45 | 0.03 | NA | NA | … | … | 0.00 | 21.15 | -15.66 | 3.46 | 36.75 | 15.72 | -17.63 | 17.80 | 39.21 | -55.07 | -0.55 | 23.37 | -3.00 | 17.84 | 51.47 | 9.69 |
| Sharpe Ratio | NA | 1.81 | 0.08 | 0.44 | -0.01 | NA | NA | … | … | -14,660.64 | 0.70 | -0.73 | 0.24 | 2.29 | 0.77 | -0.53 | 0.72 | 0.96 | -1.01 | -0.18 | 1.68 | -0.39 | 1.17 | 2.57 | 2.20 |
| Standard Deviation(%) | NA | 28.53 | 22.88 | 21.24 | 30.65 | NA | NA | … | … | 0.00 | 29.87 | 21.41 | 14.05 | 16.01 | 20.51 | 33.18 | 24.74 | 40.94 | 55.28 | 19.91 | 11.98 | 13.30 | 14.46 | 19.75 | 26.59 |
| Draw Down(%) | NA | 17.03 | 39.34 | 39.34 | 73.16 | NA | NA | … | … | 0.00 | 25.50 | 20.92 | 13.81 | 9.38 | 19.29 | 34.52 | 20.93 | 35.53 | 67.81 | 23.07 | 9.71 | 10.55 | 8.98 | 16.51 | 7.01 |
| Yield(%) | 0.00 | 1.07 | 0.66 | 0.90 | 1.16 | 2.50 | 1.88 | … | … | 0.00 | 0.86 | 0.75 | 0.46 | 0.48 | 1.15 | 0.40 | 0.71 | 2.81 | 2.05 | 5.44 | 5.96 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/19/2017, Common starting date is 10/18/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCMLX (SCHNEIDER VALUE FUND SCHNEIDER VALUE FUND) |
-25.09%
Feb 2006 – Feb 2009 |
-14.17%
Feb 2004 – Feb 2009 |
-1.99%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCMLX (SCHNEIDER VALUE FUND SCHNEIDER VALUE FUND) |
24.15%
Mar 2003 – Mar 2006 |
22.38%
Feb 2009 – Feb 2014 |
5.55%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart