Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSCPX (SMALL CAPITALIZATION PORTFOLIO SMALL CAPITALIZATION PORTFOLIO CLASS I) | 21.90% | 35.72% | 18.35% | 7.95% | 11.19% | 9.28% | 7.98% | … | … |
Data as of 06/04/2026, Common starting date is 02/15/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSCPX (SMALL CAPITALIZATION PORTFOLIO SMALL CAPITALIZATION PORTFOLIO CLASS I) | 02/15/1996 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.71 | 35.72 | 18.35 | 7.95 | 11.19 | 9.28 | 7.98 | … | … | 21.90 | 0.29 | 0.29 | 15.16 | -24.88 | -0.37 | 25.39 | 23.71 | -16.14 | 15.58 | 13.13 | -9.39 | 3.30 | 32.13 | 8.87 | -0.78 | 16.69 | 24.00 | -26.57 | 3.23 | 15.42 | -18.47 | 20.27 | 33.12 | -15.76 | -3.92 | 10.06 | 11.54 | -38.01 | 15.98 | 16.77 |
| Sharpe Ratio | NA | 1.63 | 0.72 | 0.23 | 0.41 | NA | NA | … | … | 2.45 | -0.11 | -0.27 | 0.59 | -0.90 | -0.01 | 0.60 | 1.47 | -0.95 | 1.11 | 0.74 | -0.60 | 0.22 | 2.42 | 0.58 | -0.03 | 0.83 | 0.78 | -0.68 | 0.01 | 0.89 | -0.73 | 1.36 | 2.03 | -0.69 | -0.27 | 0.25 | 0.47 | -1.14 | 0.73 | 0.84 |
| Standard Deviation(%) | NA | 19.63 | 20.89 | 22.16 | 23.12 | NA | NA | … | … | 21.74 | 23.73 | 23.52 | 18.68 | 29.35 | 31.46 | 41.80 | 15.16 | 18.51 | 13.57 | 17.35 | 15.75 | 14.71 | 13.26 | 15.35 | 29.12 | 20.05 | 30.76 | 40.14 | 18.18 | 13.65 | 28.30 | 14.24 | 15.94 | 24.44 | 23.07 | 24.18 | 17.71 | 36.34 | 16.91 | 18.92 |
| Draw Down(%) | NA | 11.54 | 27.78 | 27.78 | 43.59 | NA | NA | … | … | 11.54 | 22.90 | 18.01 | 15.88 | 26.86 | 28.21 | 42.10 | 9.93 | 29.34 | 6.82 | 18.17 | 16.05 | 11.22 | 5.74 | 10.83 | 26.22 | 19.09 | 30.81 | 42.35 | 13.45 | 10.80 | 24.05 | 8.23 | 11.39 | 29.44 | 25.32 | 18.26 | 16.85 | 50.50 | 18.47 | 20.43 |
| Yield(%) | 0.00 | 9.22 | 7.78 | 8.57 | 8.88 | 8.15 | 6.47 | … | … | 0.00 | 8.79 | 11.50 | 0.00 | 7.59 | 24.85 | 0.03 | 0.00 | 12.41 | 0.00 | 0.00 | 33.59 | 3.11 | 17.10 | 0.00 | 4.31 | 0.00 | 0.00 | 9.69 | 24.31 | 20.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.02 |
Data as of 06/04/2026, Common starting date is 02/15/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSCPX (SMALL CAPITALIZATION PORTFOLIO SMALL CAPITALIZATION PORTFOLIO CLASS I) |
-13.71%
Feb 2006 – Feb 2009 |
-11.48%
Mar 1998 – Mar 2003 |
-2.19%
Mar 1998 – Mar 2008 |
-0.08%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSCPX (SMALL CAPITALIZATION PORTFOLIO SMALL CAPITALIZATION PORTFOLIO CLASS I) |
24.74%
Feb 2009 – Feb 2012 |
21.97%
Feb 2009 – Feb 2014 |
12.15%
Feb 2009 – Feb 2019 |
11.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart