Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCVNX (SMALL COMPANY VALUE FUND INSTITUTIONAL) | 16.68% | 27.80% | 15.08% | 4.57% | 8.97% | 9.11% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCVNX (SMALL COMPANY VALUE FUND INSTITUTIONAL) | 08/03/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 27.80 | 15.08 | 4.57 | 8.97 | 9.11 | NA | … | … | 16.68 | 1.97 | 8.53 | 15.53 | -15.31 | 29.63 | 2.33 | 22.54 | -13.91 | 12.00 | 27.62 | -6.70 | 4.06 | 36.88 | 18.38 | -3.86 | 17.74 |
| Sharpe Ratio | NA | 1.42 | 0.61 | 0.10 | 0.32 | NA | NA | … | … | 2.41 | -0.04 | 0.25 | 0.62 | -0.69 | 1.26 | 0.04 | 1.37 | -0.91 | 0.92 | 1.43 | -0.42 | 0.27 | 2.50 | 1.05 | -0.12 | 2.40 |
| Standard Deviation(%) | NA | 16.95 | 19.65 | 20.95 | 23.46 | NA | NA | … | … | 17.26 | 21.42 | 19.28 | 19.37 | 24.28 | 23.51 | 46.75 | 15.39 | 16.89 | 12.38 | 19.13 | 16.20 | 14.76 | 14.76 | 17.59 | 32.88 | 19.97 |
| Draw Down(%) | NA | 8.20 | 26.77 | 27.02 | 46.40 | NA | NA | … | … | 8.20 | 22.17 | 10.27 | 15.53 | 22.12 | 13.99 | 44.89 | 11.41 | 26.15 | 6.82 | 15.25 | 14.60 | 13.36 | 6.71 | 13.73 | 30.01 | 9.43 |
| Yield(%) | 0.00 | 6.21 | 5.91 | 3.00 | 3.18 | 3.40 | 3.11 | … | … | 0.00 | 5.80 | 8.38 | 1.20 | 0.04 | 0.62 | 0.64 | 0.91 | 0.99 | 0.72 | 0.47 | 0.53 | 0.00 | 0.00 | 0.36 | 1.17 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCVNX (SMALL COMPANY VALUE FUND INSTITUTIONAL) |
-8.53%
Mar 2017 – Mar 2020 |
-2.43%
Mar 2015 – Mar 2020 |
5.32%
Oct 2013 – Oct 2023 |
8.09%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCVNX (SMALL COMPANY VALUE FUND INSTITUTIONAL) |
21.91%
Sep 2011 – Sep 2014 |
15.49%
Sep 2011 – Sep 2016 |
13.65%
Sep 2011 – Sep 2021 |
9.28%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart