Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCRYX (Small Cap Core Portfolio ADV) | 14.64% | 29.57% | 15.57% | 6.51% | 9.59% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCRYX (Small Cap Core Portfolio ADV) | 12/30/2015 | 06/03/2026 |
| 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 (%) | -0.59 | 29.57 | 15.57 | 6.51 | 9.59 | NA | NA | … | … | 14.64 | 7.74 | 7.70 | 20.89 | -18.89 | 23.32 | 12.29 | 24.35 | -13.41 | 7.48 | 20.61 | -1.46 |
| Sharpe Ratio | NA | 1.63 | 0.63 | 0.19 | 0.35 | NA | NA | … | … | 2.09 | 0.21 | 0.20 | 0.91 | -0.74 | 1.07 | 0.28 | 1.42 | -0.82 | 0.54 | 1.17 | NA |
| Standard Deviation(%) | NA | 18.33 | 20.76 | 22.00 | 23.35 | NA | NA | … | … | 19.12 | 22.88 | 20.44 | 19.03 | 27.45 | 21.85 | 43.26 | 16.08 | 18.22 | 12.60 | 17.47 | 0.00 |
| Draw Down(%) | NA | 9.44 | 28.45 | 29.20 | 44.85 | NA | NA | … | … | 9.44 | 24.24 | 10.20 | 15.33 | 26.84 | 10.04 | 43.76 | 9.43 | 27.56 | 6.66 | 12.51 | 1.46 |
| Yield(%) | 0.00 | 10.96 | 11.52 | 7.78 | 7.84 | 5.20 | 3.90 | … | … | 0.00 | 10.46 | 14.26 | 9.45 | 6.28 | 7.01 | 0.54 | 0.55 | 6.84 | 6.35 | 0.32 | 0.05 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| SCRYX (Small Cap Core Portfolio ADV) |
-7.69%
Mar 2017 – Mar 2020 |
2.77%
Sep 2017 – Sep 2022 |
8.48%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCRYX (Small Cap Core Portfolio ADV) |
19.86%
Dec 2018 – Dec 2021 |
14.47%
Mar 2020 – Mar 2025 |
9.77%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart