Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSCCX (SMALL CAPITALIZATION PORTFOLIO SMALL CAPITALIZATION PORTFOLIO CLASS C) | 20.59% | 32.74% | 16.28% | 6.39% | 9.96% | 8.00% | 6.83% | … | … |
Data as of 06/03/2026, Common starting date is 02/12/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSCCX (SMALL CAPITALIZATION PORTFOLIO SMALL CAPITALIZATION PORTFOLIO CLASS C) | 02/12/1999 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 32.74 | 16.28 | 6.39 | 9.96 | 8.00 | 6.83 | … | … | 20.59 | -5.41 | -63.37 | 14.77 | -51.38 | -41.80 | 24.90 | 22.06 | -16.54 | 14.43 | 12.13 | -10.05 | 2.29 | 30.84 | 7.68 | -1.76 | 15.74 | 22.59 | -27.32 | 2.46 | 14.25 | -21.00 | 19.03 | 31.69 | -16.98 | -5.05 | 8.87 | 17.57 |
| Sharpe Ratio | NA | 1.17 | 0.56 | 0.15 | 0.34 | NA | NA | … | … | 1.93 | -0.27 | -0.62 | 0.54 | -0.88 | -0.54 | 0.58 | 1.35 | -0.96 | 1.01 | 0.68 | -0.64 | 0.15 | 2.31 | 0.50 | -0.06 | 0.78 | 0.73 | -0.70 | -0.03 | 0.81 | -0.77 | 1.30 | 1.94 | -0.73 | -0.32 | 0.20 | 0.96 |
| Standard Deviation(%) | NA | 25.68 | 24.98 | 24.83 | 24.53 | NA | NA | … | … | 28.88 | 31.26 | 112.29 | 19.50 | 60.16 | 78.11 | 42.26 | 15.28 | 18.62 | 13.68 | 17.52 | 15.84 | 15.40 | 13.31 | 15.26 | 29.09 | 19.96 | 30.88 | 40.23 | 18.26 | 13.69 | 30.20 | 13.96 | 15.99 | 24.69 | 23.16 | 24.35 | 17.50 |
| Draw Down(%) | NA | 13.16 | 29.22 | 29.22 | 44.14 | NA | NA | … | … | 13.16 | 23.68 | 69.67 | 15.46 | 52.72 | 57.75 | 42.15 | 9.66 | 29.34 | 6.93 | 18.38 | 16.31 | 11.51 | 5.82 | 10.92 | 26.54 | 19.20 | 30.87 | 42.42 | 13.85 | 10.98 | 25.76 | 8.24 | 11.46 | 29.85 | 25.56 | 18.85 | 17.17 |
| Yield(%) | 0.00 | 13.43 | 31.97 | 19.36 | 16.23 | 9.85 | 6.91 | … | … | 0.00 | 12.70 | 79.70 | 0.00 | 33.95 | 64.93 | 0.00 | 0.00 | 25.88 | 0.00 | 0.00 | 48.95 | 4.43 | 22.78 | 0.00 | 5.55 | 0.00 | 0.00 | 11.64 | 27.72 | 22.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 02/12/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSCCX (SMALL CAPITALIZATION PORTFOLIO SMALL CAPITALIZATION PORTFOLIO CLASS C) |
-14.48%
Feb 2006 – Feb 2009 |
-9.47%
Feb 2004 – Feb 2009 |
-1.52%
Jun 1999 – Jun 2009 |
0.89%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSCCX (SMALL CAPITALIZATION PORTFOLIO SMALL CAPITALIZATION PORTFOLIO CLASS C) |
23.42%
Feb 2009 – Feb 2012 |
20.71%
Feb 2009 – Feb 2014 |
11.09%
Feb 2009 – Feb 2019 |
10.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart