Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCXLX (Age-Based Option Age 13-15 Cl C) | NA | 13.17% | 7.73% | 7.08% | 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 |
|---|---|---|
| SCXLX (Age-Based Option Age 13-15 Cl C) | 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 | 13.17 | 7.73 | 7.08 | NA | NA | NA | … | … | 5.25 | 9.51 | 13.62 | -3.19 | 9.40 | 1.72 |
| Sharpe Ratio | NA | 2.24 | 0.77 | 0.83 | NA | NA | NA | … | … | 1.70 | 0.67 | 2.66 | -0.66 | 2.96 | 0.83 |
| Standard Deviation(%) | NA | 6.07 | 9.11 | 7.67 | NA | NA | NA | … | … | 5.62 | 13.84 | 4.59 | 6.88 | 2.97 | 4.26 |
| Draw Down(%) | NA | 3.86 | 17.75 | 17.75 | NA | NA | NA | … | … | 2.55 | 17.75 | 2.22 | 8.20 | 1.00 | 2.54 |
| 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 |
|---|---|---|---|---|
| SCXLX (Age-Based Option Age 13-15 Cl C) |
1.61%
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 |
|---|---|---|---|---|
| SCXLX (Age-Based Option Age 13-15 Cl C) |
8.40%
Jun 2018 – Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart