Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCRSX (Small Cap Core Portfolio SCB) | 16.17% | 31.45% | 15.86% | 6.46% | 9.38% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCRSX (Small Cap Core Portfolio SCB) | 12/30/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 31.45 | 15.86 | 6.46 | 9.38 | NA | NA | … | … | 16.17 | -0.42 | 7.49 | 20.45 | -19.04 | 22.94 | 12.09 | 23.97 | -13.54 | 7.17 | 20.35 | -1.46 |
| Sharpe Ratio | NA | 1.62 | 0.61 | 0.18 | 0.34 | NA | NA | … | … | 2.07 | -0.14 | 0.19 | 0.89 | -0.75 | 1.05 | 0.27 | 1.40 | -0.82 | 0.52 | 1.15 | NA |
| Standard Deviation(%) | NA | 18.33 | 20.79 | 22.02 | 23.39 | NA | NA | … | … | 19.19 | 24.36 | 20.42 | 19.04 | 27.43 | 21.87 | 43.38 | 16.05 | 18.28 | 12.69 | 17.51 | 0.00 |
| Draw Down(%) | NA | 9.48 | 28.57 | 29.39 | 45.10 | NA | NA | … | … | 9.48 | 24.34 | 10.26 | 15.40 | 27.01 | 10.08 | 43.83 | 9.45 | 27.66 | 6.83 | 12.62 | 1.46 |
| Yield(%) | 0.00 | 10.82 | 11.31 | 7.58 | 7.50 | 5.02 | 3.76 | … | … | 0.00 | 10.29 | 14.04 | 9.19 | 6.02 | 6.92 | 0.32 | 0.25 | 6.63 | 6.13 | 0.15 | 0.05 |
Data as of 06/04/2026, Common starting date is 12/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCRSX (Small Cap Core Portfolio SCB) |
-7.91%
Mar 2017 – Mar 2020 |
2.53%
Sep 2017 – Sep 2022 |
8.21%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCRSX (Small Cap Core Portfolio SCB) |
19.54%
Dec 2018 – Dec 2021 |
14.17%
Mar 2020 – Mar 2025 |
9.50%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart