Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCUPF (Aegis Brands Inc) | -20.00% | -25.93% | -19.26% | -35.96% | -24.65% | -22.53% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCUPF (Aegis Brands Inc) | 09/17/2009 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -25.93 | -19.26 | -35.96 | -24.65 | -22.53 | NA | … | … | -20.00 | -27.59 | 15.38 | -42.22 | -29.69 | -42.57 | -44.19 | 0.00 | -20.37 | 2.53 | -24.76 | -19.23 | -34.00 | -13.06 | -9.57 | -16.57 | 49.75 | 26.67 |
| Sharpe Ratio | NA | -0.67 | -0.24 | -0.11 | -0.10 | NA | NA | … | … | -1.27 | -0.63 | 0.08 | -0.43 | -0.07 | -0.07 | -0.58 | -0.03 | -0.27 | 0.03 | -0.45 | -0.37 | -1.21 | -0.51 | -0.31 | -0.48 | 2.19 | 4.61 |
| Standard Deviation(%) | NA | 42.47 | 94.22 | 355.12 | 255.28 | NA | NA | … | … | 35.07 | 49.09 | 108.64 | 109.93 | 435.45 | 644.79 | 76.19 | 45.87 | 80.92 | 68.39 | 55.58 | 51.82 | 28.02 | 25.68 | 31.41 | 34.57 | 22.66 | 27.36 |
| Draw Down(%) | NA | 28.57 | 60.53 | 99.46 | 99.79 | NA | NA | … | … | 20.00 | 30.00 | 50.00 | 66.67 | 96.88 | 99.47 | 58.82 | 38.75 | 59.05 | 39.77 | 39.00 | 49.58 | 44.56 | 31.27 | 30.53 | 35.13 | 9.69 | 7.77 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.16 | 2.73 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.76 | 6.48 | 8.54 | 5.84 | 15.22 | 6.26 |
Data as of 06/03/2026, Common starting date is 09/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCUPF (Aegis Brands Inc) |
-78.50%
Jun 2019 – Jun 2022 |
-60.36%
Jun 2017 – Jun 2022 |
-45.97%
Jun 2012 – Jun 2022 |
-23.05%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCUPF (Aegis Brands Inc) |
138.11%
Jun 2022 – Jun 2025 |
-5.45%
Feb 2010 – Feb 2015 |
-10.72%
Dec 2009 – Dec 2019 |
-18.47%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison Chart