Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SCTO NA -12.53% 0.05% NA NA NA NA
Data as of 07/12/2019, Common starting date is 10/23/2014
More Performance Analytics Comparison
Name Start Date End Date
SCTO 10/23/2014 07/12/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014
Annualized Return (%) 0.00 -12.53 0.05 NA NA NA NA -0.61 -11.16 11.27 8.51 -11.62 3.77
Sharpe Ratio NA -1.08 -0.08 NA NA NA NA -0.30 -0.77 1.61 0.74 -1.01 1.93
Standard Deviation(%) NA 12.99 11.60 NA NA NA NA 9.14 16.31 6.64 11.18 11.51 11.35
Draw Down(%) NA 19.61 20.73 NA NA NA NA 7.89 20.73 4.57 4.56 15.06 4.69
Yield(%) 0.00 1.44 1.81 1.42 0.71 0.47 0.36 0.00 1.45 1.59 2.44 1.38 0.47
Data as of 07/12/2019, Common starting date is 10/23/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCTO (SCTO) 0.26%
Jun 2016 – Jun 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCTO (SCTO) 7.54%
Aug 2015 – Aug 2018
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return