Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STCCX (SHORT-TERM INCOME FUND CLASS C) | -0.22% | 2.00% | 3.54% | 1.05% | 1.13% | 1.06% | 1.73% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STCCX (SHORT-TERM INCOME FUND CLASS C) | 03/15/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 2.00 | 3.54 | 1.05 | 1.13 | 1.06 | 1.73 | … | … | -0.22 | 2.48 | 3.47 | 4.71 | -4.93 | -2.28 | 2.23 | 3.57 | -0.01 | 0.90 | 1.37 | -0.37 | 0.36 | 0.05 | 4.09 | 0.24 | 3.50 | 9.95 | -1.78 | 3.62 | 3.25 | 1.17 | 0.84 | 2.66 | 1.28 |
| Sharpe Ratio | NA | -0.27 | 0.24 | -0.73 | -0.27 | NA | NA | … | … | -1.97 | -0.23 | -1.65 | 0.18 | -2.84 | -2.24 | 0.78 | 1.57 | -1.36 | 0.29 | 1.12 | -0.35 | 0.35 | 0.02 | 4.89 | 0.16 | 2.14 | 3.98 | -0.79 | 0.33 | -0.01 | -0.37 | -0.03 | 0.56 | 0.15 |
| Standard Deviation(%) | NA | 1.51 | 1.87 | 2.00 | 1.78 | NA | NA | … | … | 1.44 | 1.67 | 1.89 | 2.54 | 2.23 | 1.03 | 2.55 | 1.38 | 0.97 | 0.92 | 1.03 | 1.14 | 0.98 | 0.87 | 0.83 | 1.32 | 1.60 | 2.48 | 3.43 | 1.89 | 2.42 | 2.67 | 3.52 | 3.55 | 3.40 |
| Draw Down(%) | NA | 1.15 | 1.15 | 8.29 | 9.30 | NA | NA | … | … | 1.15 | 0.99 | 0.92 | 1.33 | 6.59 | 2.36 | 5.12 | 0.65 | 0.86 | 0.64 | 1.00 | 1.11 | 0.72 | 1.17 | 0.33 | 1.84 | 1.17 | 0.80 | 4.80 | 0.77 | 0.43 | 1.06 | 2.48 | 2.18 | 2.10 |
| Yield(%) | 0.00 | 2.55 | 2.56 | 1.71 | 1.30 | 1.12 | 7.41 | … | … | 0.92 | 2.76 | 2.60 | 1.97 | 0.64 | 0.04 | 0.60 | 1.31 | 1.14 | 0.81 | 0.79 | 0.53 | 0.61 | 0.54 | 0.89 | 1.48 | 1.70 | 2.78 | 3.00 | 16.90 | 3.19 | 2.84 | 2.51 | 1.81 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STCCX (SHORT-TERM INCOME FUND CLASS C) |
-2.18%
Oct 2019 – Oct 2022 |
-0.64%
Oct 2017 – Oct 2022 |
-0.06%
Oct 2012 – Oct 2022 |
0.95%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STCCX (SHORT-TERM INCOME FUND CLASS C) |
4.48%
Dec 2008 – Dec 2011 |
3.97%
Oct 2005 – Oct 2010 |
2.87%
Oct 2002 – Oct 2012 |
2.12%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison Chart