Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCMVX (SCHNEIDER SMALL CAP VALUE FUND SCHNEIDER SMALL CAP VALUE FUND) | NA | -36.63% | -21.06% | -2.95% | -1.94% | -2.29% | 0.15% | … | … |
Data as of 12/23/2020, Common starting date is 12/14/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCMVX (SCHNEIDER SMALL CAP VALUE FUND SCHNEIDER SMALL CAP VALUE FUND) | 12/14/1998 | 12/23/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -36.63 | -21.06 | -2.95 | -1.94 | -2.29 | 0.15 | … | … | -36.77 | 16.17 | -32.55 | 12.25 | 58.51 | -22.53 | -11.75 | 32.09 | 35.35 | -23.99 | 32.24 | 53.19 | -47.72 | -21.14 | 4.34 | -10.29 | -17.09 | 92.88 | -15.48 | 13.08 | -2.51 | 25.95 | 6.50 |
| Sharpe Ratio | NA | -0.64 | -0.56 | -0.11 | -0.08 | NA | NA | … | … | -0.64 | 0.55 | -1.40 | 0.63 | 1.84 | -1.12 | -0.70 | 1.99 | 1.57 | -0.62 | 1.05 | 1.20 | -0.90 | -1.09 | 0.04 | -0.48 | -0.40 | 4.13 | -0.64 | 0.57 | -0.27 | 0.98 | 11.79 |
| Standard Deviation(%) | NA | 57.78 | 39.34 | 34.66 | 29.94 | NA | NA | … | … | 58.34 | 26.53 | 24.24 | 18.58 | 31.63 | 20.11 | 16.82 | 16.14 | 22.72 | 38.82 | 30.61 | 44.17 | 54.09 | 22.46 | 21.14 | 26.06 | 44.85 | 22.30 | 26.05 | 19.04 | 25.37 | 23.11 | 23.06 |
| Draw Down(%) | NA | 62.90 | 73.57 | 73.57 | 73.57 | NA | NA | … | … | 62.90 | 27.97 | 43.01 | 13.51 | 26.48 | 25.72 | 20.70 | 7.71 | 19.03 | 42.93 | 29.07 | 40.56 | 62.83 | 33.32 | 16.24 | 20.66 | 34.57 | 18.08 | 42.46 | 22.99 | 21.67 | 22.12 | 2.05 |
| Yield(%) | 0.00 | 0.00 | 5.17 | 10.92 | 7.76 | 4.44 | 4.86 | … | … | 0.00 | 0.00 | 15.46 | 20.97 | 0.00 | 0.40 | 22.18 | 18.11 | 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 | 0.00 | 1.13 |
Data as of 12/23/2020, Common starting date is 12/14/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCMVX (SCHNEIDER SMALL CAP VALUE FUND SCHNEIDER SMALL CAP VALUE FUND) |
-33.65%
Feb 2006 – Feb 2009 |
-26.02%
Feb 2004 – Feb 2009 |
-6.20%
Feb 1999 – Feb 2009 |
-4.72%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCMVX (SCHNEIDER SMALL CAP VALUE FUND SCHNEIDER SMALL CAP VALUE FUND) |
34.98%
Feb 2009 – Feb 2012 |
30.43%
Feb 2009 – Feb 2014 |
14.12%
Feb 2009 – Feb 2019 |
5.30%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart