Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCPZX (SCOUT CORE PLUS BOND FUND INSTITUTIONAL CLASS) | 0.39% | 5.26% | 4.37% | 0.78% | 2.43% | 3.05% | 4.09% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCPZX (SCOUT CORE PLUS BOND FUND INSTITUTIONAL CLASS) | 12/30/1996 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 5.26 | 4.37 | 0.78 | 2.43 | 3.05 | 4.09 | … | … | 0.39 | 8.68 | 1.34 | 6.27 | -11.79 | -1.96 | 12.24 | 8.30 | 0.76 | 3.51 | 3.48 | 0.10 | 2.33 | -0.36 | 9.86 | 8.30 | 5.88 | 29.35 | -11.43 | 6.94 | 6.50 | 1.22 | 5.03 | 5.93 | 4.75 | 5.77 | 13.38 | -0.14 | 6.01 | 8.38 | -0.49 |
| Sharpe Ratio | NA | 0.92 | 0.27 | -0.24 | 0.16 | NA | NA | … | … | -0.05 | 1.20 | -0.39 | 0.33 | -1.48 | -0.65 | 1.39 | 1.85 | -0.20 | 1.04 | 1.11 | 0.02 | 1.85 | -0.14 | 4.98 | 2.03 | 1.15 | 2.87 | -0.98 | 1.06 | 1.02 | -0.33 | 1.04 | 1.05 | 0.72 | 0.76 | 2.37 | -0.88 | 0.63 | 1.25 | NA |
| Standard Deviation(%) | NA | 4.18 | 5.95 | 6.57 | 5.74 | NA | NA | … | … | 4.53 | 4.83 | 5.84 | 8.02 | 8.99 | 3.05 | 8.57 | 3.69 | 3.13 | 2.75 | 2.94 | 3.33 | 1.25 | 2.71 | 1.99 | 4.08 | 5.03 | 10.20 | 12.66 | 3.58 | 3.05 | 3.18 | 3.90 | 4.95 | 4.99 | 4.41 | 3.87 | 3.98 | 4.01 | 3.74 | 0.00 |
| Draw Down(%) | NA | 2.90 | 7.71 | 17.39 | 21.24 | NA | NA | … | … | 2.90 | 2.67 | 4.50 | 8.52 | 16.74 | 3.84 | 7.55 | 2.11 | 3.03 | 1.46 | 4.02 | 2.56 | 0.62 | 3.48 | 0.74 | 2.42 | 6.37 | 14.48 | 23.78 | 2.53 | 2.04 | 2.39 | 4.12 | 3.54 | 5.21 | 4.43 | 3.08 | 2.84 | 2.54 | 2.50 | 0.49 |
| Yield(%) | 0.00 | 3.94 | 4.22 | 3.19 | 3.09 | 3.39 | 4.18 | … | … | 1.19 | 4.52 | 4.57 | 4.37 | 2.64 | 1.24 | 2.13 | 4.63 | 2.23 | 1.79 | 3.81 | 2.81 | 1.50 | 1.91 | 6.55 | 7.38 | 5.06 | 9.44 | 5.86 | 5.35 | 4.97 | 2.91 | 3.78 | 4.49 | 5.63 | 4.79 | 6.82 | 6.27 | 5.93 | 5.01 | 0.47 |
Data as of 06/04/2026, Common starting date is 12/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCPZX (SCOUT CORE PLUS BOND FUND INSTITUTIONAL CLASS) |
-6.29%
Oct 2020 – Oct 2023 |
-0.88%
Jul 2020 – Jul 2025 |
1.13%
Oct 2012 – Oct 2022 |
2.83%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCPZX (SCOUT CORE PLUS BOND FUND INSTITUTIONAL CLASS) |
18.35%
Feb 2009 – Feb 2012 |
12.30%
Feb 2009 – Feb 2014 |
6.97%
Feb 2009 – Feb 2019 |
6.37%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison Chart