Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| USSCX (SCIENCE & TECHNOLOGY FUND SCIENCE & TECHNOLOGY FUND SHARES) | 4.94% | 14.77% | 19.48% | 6.85% | 11.91% | 14.90% | 11.50% | 8.37% |
Data as of 07/11/2025, AR inception is 10/01/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USSCX (SCIENCE & TECHNOLOGY FUND SCIENCE & TECHNOLOGY FUND SHARES) | 10/01/1997 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 14.77 | 19.48 | 6.85 | 11.91 | 14.90 | 11.50 | 8.37 | 4.94 | 30.58 | 34.01 | -41.76 | -16.41 | 52.24 | 37.84 | -4.34 | 36.06 | 2.63 | 10.92 | 19.83 | 41.15 | 18.11 | -0.56 | 13.57 | 50.75 | -43.27 | 11.57 | 9.66 | 11.16 | 3.15 | 52.99 | -38.63 | -38.92 | -16.66 | 47.05 | 46.64 | -7.26 |
| Sharpe Ratio | NA | 0.39 | 0.62 | 0.15 | 0.42 | NA | NA | 0.26 | 0.19 | 1.12 | 1.46 | -1.14 | -0.53 | 1.31 | 2.07 | -0.25 | 3.41 | 0.15 | 0.66 | 1.38 | 3.46 | 1.26 | -0.02 | 0.74 | 2.04 | -1.18 | 0.54 | 0.43 | 0.74 | 0.11 | 2.38 | -1.11 | -0.85 | -0.50 | 1.87 | 1.69 | -0.82 |
| Standard Deviation(%) | NA | 29.73 | 25.84 | 27.76 | 25.43 | NA | NA | 25.83 | 34.25 | 21.42 | 20.51 | 38.05 | 30.78 | 39.43 | 17.61 | 22.36 | 10.43 | 15.99 | 16.52 | 14.35 | 11.90 | 14.41 | 24.61 | 18.33 | 24.77 | 37.31 | 16.00 | 14.93 | 12.17 | 19.63 | 22.00 | 35.77 | 49.31 | 41.67 | 23.42 | 25.58 | 35.95 |
| Draw Down(%) | NA | 29.17 | 29.17 | 52.70 | 52.70 | NA | NA | 79.48 | 28.76 | 13.38 | 17.44 | 45.45 | 28.77 | 35.16 | 12.51 | 23.25 | 5.13 | 15.54 | 13.98 | 10.31 | 5.28 | 10.94 | 20.13 | 15.42 | 18.96 | 52.09 | 10.01 | 15.19 | 12.63 | 22.60 | 13.92 | 52.11 | 60.08 | 39.15 | 10.61 | 25.94 | 17.04 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.68 | 9.40 | 16.02 | 13.21 | 9.67 | 0.00 | 0.00 | 0.00 | 0.00 | 13.09 | 8.05 | 30.03 | 13.49 | 10.32 | 4.18 | 6.81 | 13.21 | 10.50 | 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 | 1.92 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 10/01/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USSCX (SCIENCE & TECHNOLOGY FUND SCIENCE & TECHNOLOGY FUND SHARES) |
-35.77%
Feb 2000 - Feb 2003 |
-17.17%
Mar 2000 - Mar 2005 |
-8.25%
Aug 2000 - Aug 2010 |
0.61%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USSCX (SCIENCE & TECHNOLOGY FUND SCIENCE & TECHNOLOGY FUND SHARES) |
29.42%
Oct 2018 - Oct 2021 |
28.18%
Feb 2009 - Feb 2014 |
21.39%
Aug 2011 - Aug 2021 |
16.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart