Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCXJX (Age-Based Option Age 13-15 Cl A) | NA | 13.73% | 8.28% | 7.62% | NA | NA | NA | … | … |
Data as of 07/26/2021, Common starting date is 07/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCXJX (Age-Based Option Age 13-15 Cl A) | 07/19/2016 | 07/26/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.73 | 8.28 | 7.62 | NA | NA | NA | … | … | 5.54 | 10.06 | 14.21 | -2.72 | 10.00 | 1.95 |
| Sharpe Ratio | NA | 2.33 | 0.82 | 0.90 | NA | NA | NA | … | … | 1.80 | 0.71 | 2.76 | -0.59 | 3.19 | 0.94 |
| Standard Deviation(%) | NA | 6.07 | 9.12 | 7.68 | NA | NA | NA | … | … | 5.60 | 13.86 | 4.63 | 6.91 | 2.95 | 4.29 |
| Draw Down(%) | NA | 3.86 | 17.70 | 17.70 | NA | NA | NA | … | … | 2.53 | 17.70 | 2.21 | 7.82 | 0.97 | 2.46 |
| 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 |
Data as of 07/26/2021, Common starting date is 07/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCXJX (Age-Based Option Age 13-15 Cl A) |
2.11%
Mar 2017 – Mar 2020 |
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 |
|---|---|---|---|---|
| SCXJX (Age-Based Option Age 13-15 Cl A) |
8.95%
Jun 2018 – Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart