Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCS (Steelcase Inc) | NA | 23.88% | 37.93% | 7.68% | 1.99% | 6.74% | 4.40% | … | … |
Data as of 12/09/2025, Common starting date is 02/18/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCS (Steelcase Inc) | 02/18/1998 | 12/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.41 | 23.88 | 37.93 | 7.68 | 1.99 | 6.74 | 4.40 | … | … | 39.89 | -9.11 | 97.75 | -36.37 | -9.96 | -31.45 | 42.58 | 1.16 | -12.19 | 25.02 | -15.48 | 17.62 | 27.88 | 77.19 | -27.43 | 69.56 | 17.30 | -62.46 | 0.37 | 17.77 | 16.98 | -1.91 | 33.69 | -24.09 | 9.48 | 19.34 | -25.00 | -52.42 |
| Sharpe Ratio | NA | 0.36 | 0.76 | 0.13 | 0.01 | NA | NA | … | … | 0.68 | -0.39 | 2.33 | -0.89 | -0.31 | -0.42 | 1.21 | -0.01 | -0.42 | 0.78 | -0.44 | 0.62 | 1.01 | 2.25 | -0.48 | 1.68 | 0.31 | -1.15 | -0.10 | 0.70 | 0.75 | -0.11 | 0.94 | -0.61 | 0.20 | 0.31 | -0.70 | -1.16 |
| Standard Deviation(%) | NA | 57.58 | 45.37 | 42.65 | 44.30 | NA | NA | … | … | 58.72 | 32.96 | 40.92 | 42.71 | 32.17 | 76.04 | 34.00 | 33.57 | 30.93 | 31.82 | 35.35 | 28.27 | 27.48 | 34.68 | 57.64 | 41.46 | 56.31 | 55.06 | 27.98 | 20.64 | 19.76 | 26.90 | 35.21 | 41.64 | 36.29 | 49.11 | 40.45 | 52.32 |
| Draw Down(%) | NA | 28.76 | 33.32 | 59.21 | 68.24 | NA | NA | … | … | 24.11 | 18.99 | 24.86 | 49.57 | 32.16 | 64.17 | 17.14 | 25.23 | 28.99 | 20.60 | 29.15 | 14.62 | 20.42 | 17.59 | 54.07 | 33.01 | 34.59 | 67.96 | 26.65 | 30.31 | 14.19 | 20.47 | 22.87 | 50.89 | 25.89 | 29.27 | 45.57 | 64.42 |
| Yield(%) | 0.00 | 2.97 | 5.82 | 3.28 | 2.47 | 4.40 | 3.45 | … | … | 2.57 | 3.77 | 4.09 | 4.12 | 4.20 | 1.81 | 3.86 | 3.54 | 2.89 | 4.15 | 1.90 | 4.10 | 3.08 | 4.68 | 2.25 | 2.39 | 3.42 | 3.24 | 12.89 | 2.87 | 2.49 | 1.67 | 2.18 | 1.70 | 2.85 | 3.74 | 0.00 | 0.00 |
Data as of 12/09/2025, Common starting date is 02/18/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCS (Steelcase Inc) |
-33.33%
Feb 2006 – Feb 2009 |
-22.25%
Mar 1998 – Mar 2003 |
-9.62%
Jan 1999 – Jan 2009 |
-3.34%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCS (Steelcase Inc) |
43.77%
Sep 2022 – Sep 2025 |
33.72%
Feb 2009 – Feb 2014 |
19.51%
Feb 2009 – Feb 2019 |
12.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart