Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCSC (ScanSource, Inc.) | 21.45% | 15.45% | 17.55% | 10.45% | 2.16% | 2.53% | 2.54% | … | … |
Data as of 06/04/2026, Common starting date is 03/18/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCSC (ScanSource, Inc.) | 03/18/1994 | 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 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.54 | 15.45 | 17.55 | 10.45 | 2.16 | 2.53 | 2.54 | … | … | 21.45 | -16.31 | 20.60 | 35.56 | -16.70 | 32.98 | -28.61 | 7.48 | -3.97 | -11.28 | 25.23 | -19.77 | -5.35 | 33.55 | -11.75 | 12.85 | 19.48 | 38.56 | -40.43 | 6.41 | 11.19 | -12.03 | 36.26 | 85.07 | 3.57 | 22.05 | -3.85 | 88.66 | 7.50 | 30.08 | -5.38 | 91.18 | 23.64 |
| Sharpe Ratio | NA | 0.29 | 0.36 | 0.17 | 0.00 | NA | NA | … | … | 1.07 | -0.53 | 0.41 | 1.02 | -0.47 | 0.76 | -0.40 | -0.55 | -0.78 | -1.17 | -0.23 | -1.13 | -0.93 | 0.53 | -1.18 | -0.14 | 0.02 | 0.44 | -0.99 | -0.36 | -0.35 | -0.89 | 0.41 | 1.31 | -0.31 | 0.01 | -1.00 | 2.56 | 1.10 | -0.38 | -0.07 | 0.63 | 0.77 |
| Standard Deviation(%) | NA | 38.18 | 36.39 | 37.24 | 40.40 | NA | NA | … | … | 45.84 | 36.97 | 34.45 | 30.93 | 38.41 | 43.19 | 71.65 | 28.79 | 32.61 | 26.23 | 37.99 | 33.92 | 25.77 | 28.10 | 25.85 | 39.74 | 39.00 | 45.42 | 60.33 | 43.04 | 32.11 | 37.28 | 40.45 | 50.11 | 53.07 | 68.74 | 72.24 | 44.44 | 36.98 | 43.46 | 44.99 | 46.12 | 48.03 |
| Draw Down(%) | NA | 24.52 | 44.21 | 44.21 | 67.54 | NA | NA | … | … | 22.69 | 42.67 | 18.91 | 25.84 | 35.79 | 24.09 | 60.60 | 32.67 | 25.48 | 23.86 | 30.48 | 22.25 | 25.81 | 23.21 | 31.48 | 29.09 | 23.66 | 31.00 | 62.14 | 23.65 | 15.02 | 38.54 | 21.42 | 39.47 | 36.48 | 37.62 | 50.00 | 30.73 | 41.62 | 27.52 | 35.34 | 16.05 | 28.05 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/18/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCSC (ScanSource, Inc.) |
-23.13%
Sep 2017 – Sep 2020 |
-12.05%
Mar 2015 – Mar 2020 |
-3.95%
Jan 2011 – Jan 2021 |
-2.26%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCSC (ScanSource, Inc.) |
55.19%
Aug 1998 – Aug 2001 |
40.69%
Aug 1995 – Aug 2000 |
31.69%
Nov 1994 – Nov 2004 |
18.50%
Sep 1994 – Sep 2009 |
Annualized Rolling Returns Comparison Chart