Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCRZX (Small Cap Core Portfolio Z) | 14.65% | 29.61% | 15.59% | 6.53% | 9.51% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCRZX (Small Cap Core Portfolio Z) | 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 | 29.61 | 15.59 | 6.53 | 9.51 | NA | NA | … | … | 14.65 | 7.76 | 7.72 | 20.91 | -18.90 | 23.28 | 12.42 | 24.28 | -13.32 | 7.43 | 20.63 | -1.46 |
| Sharpe Ratio | NA | 1.64 | 0.63 | 0.19 | 0.35 | NA | NA | … | … | 2.10 | 0.21 | 0.20 | 0.91 | -0.74 | 1.06 | 0.28 | 1.42 | -0.81 | 0.53 | 1.07 | NA |
| Standard Deviation(%) | NA | 18.34 | 20.81 | 22.02 | 23.47 | NA | NA | … | … | 19.11 | 22.97 | 20.49 | 19.03 | 27.41 | 21.84 | 43.37 | 16.09 | 18.27 | 12.72 | 19.07 | 0.00 |
| Draw Down(%) | NA | 9.37 | 28.46 | 29.24 | 44.87 | NA | NA | … | … | 9.37 | 24.26 | 10.20 | 15.34 | 26.86 | 10.10 | 43.84 | 9.44 | 27.57 | 6.58 | 12.21 | 1.46 |
| Yield(%) | 0.00 | 10.98 | 11.54 | 7.80 | 7.80 | 5.21 | 3.91 | … | … | 0.00 | 10.48 | 14.28 | 9.46 | 6.30 | 7.04 | 0.57 | 0.58 | 6.86 | 6.38 | 0.34 | 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 |
|---|---|---|---|---|
| SCRZX (Small Cap Core Portfolio Z) |
-7.70%
Mar 2017 – Mar 2020 |
2.81%
Sep 2017 – Sep 2022 |
8.49%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCRZX (Small Cap Core Portfolio Z) |
19.87%
Dec 2018 – Dec 2021 |
14.50%
Mar 2020 – Mar 2025 |
9.78%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart