Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SLCVX (LARGE CAP VALUE PORTFOLIO LARGE CAP VALUE PORTFOLIO CLASS I) | 12.00% | 19.64% | 14.97% | 17.15% | 8.87% | 11.63% | 6.67% | 6.64% |
Data as of 06/30/2025, AR inception is 12/02/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLCVX (LARGE CAP VALUE PORTFOLIO LARGE CAP VALUE PORTFOLIO CLASS I) | 12/02/1994 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.15 | 19.64 | 14.97 | 17.15 | 8.87 | 11.63 | 6.67 | 6.64 | 12.00 | -7.34 | 19.31 | -14.51 | 4.60 | 8.01 | 40.86 | -17.41 | 8.59 | 9.16 | -6.81 | 11.88 | 40.50 | 17.63 | -5.71 | 14.68 | 37.09 | -51.60 | -9.34 | 18.64 | 5.80 | 9.13 | 31.86 | -28.72 | -12.42 | 8.07 | -8.65 | 5.81 | 21.49 | 21.91 | 35.58 | 0.59 |
| Sharpe Ratio | NA | 0.73 | 0.59 | 0.88 | 0.36 | NA | NA | 0.25 | 1.03 | -0.68 | 0.99 | -0.64 | 0.18 | 0.20 | 2.70 | -1.05 | 0.85 | 0.51 | -0.40 | 0.76 | 3.31 | 1.13 | -0.20 | 0.72 | 1.34 | -1.36 | -0.66 | 1.46 | 0.32 | 0.66 | 1.85 | -1.14 | -0.75 | 0.20 | -0.68 | 0.14 | 1.31 | 1.85 | 4.31 | 0.50 |
| Standard Deviation(%) | NA | 18.86 | 17.70 | 17.82 | 20.08 | NA | NA | 19.59 | 21.97 | 20.48 | 15.41 | 25.10 | 25.60 | 38.14 | 14.61 | 17.98 | 9.36 | 17.40 | 17.28 | 15.55 | 12.22 | 15.73 | 29.00 | 20.14 | 27.62 | 38.41 | 18.83 | 10.54 | 11.42 | 12.40 | 16.86 | 26.21 | 20.06 | 19.91 | 17.58 | 17.22 | 13.64 | 9.86 | 7.36 | 8.45 |
| Draw Down(%) | NA | 16.56 | 16.56 | 17.22 | 42.78 | NA | NA | 66.49 | 15.37 | 19.39 | 13.13 | 17.93 | 24.21 | 42.78 | 8.17 | 25.79 | 4.88 | 17.93 | 19.28 | 16.52 | 5.91 | 13.85 | 28.30 | 18.85 | 23.29 | 58.28 | 19.77 | 8.98 | 9.12 | 8.59 | 15.45 | 39.81 | 20.88 | 15.66 | 21.93 | 20.07 | 8.26 | 8.32 | 3.45 | 2.28 |
| Yield(%) | 0.00 | 14.77 | 8.87 | 12.35 | 7.09 | 10.51 | 5.46 | 6.84 | 0.00 | 14.91 | 0.90 | 7.56 | 24.20 | 0.00 | 0.00 | 6.12 | 7.95 | 0.00 | 2.01 | 0.00 | 0.37 | 0.21 | 0.00 | 0.00 | 0.00 | 1.27 | 12.20 | 0.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.64 | 1.17 | 0.49 |
Data as of 06/30/2025, AR inception is 12/02/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLCVX (LARGE CAP VALUE PORTFOLIO LARGE CAP VALUE PORTFOLIO CLASS I) |
-23.43%
Feb 2006 - Feb 2009 |
-12.43%
Feb 2004 - Feb 2009 |
-7.79%
Feb 1999 - Feb 2009 |
-1.41%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLCVX (LARGE CAP VALUE PORTFOLIO LARGE CAP VALUE PORTFOLIO CLASS I) |
26.68%
Sep 2011 - Sep 2014 |
23.77%
Feb 2009 - Feb 2014 |
13.38%
Sep 2011 - Sep 2021 |
13.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart