Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USTCX (SCIENCE & TECHNOLOGY FUND SCIENCE & TECHNOLOGY FUND ADVISER SHARES) | 21.86% | 44.10% | 27.50% | 7.64% | 15.16% | 15.05% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USTCX (SCIENCE & TECHNOLOGY FUND SCIENCE & TECHNOLOGY FUND ADVISER SHARES) | 09/20/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.05 | 44.10 | 27.50 | 7.64 | 15.16 | 15.05 | NA | … | … | 21.86 | 17.51 | 30.16 | 33.62 | -41.91 | -3.77 | 60.54 | 37.39 | -4.56 | 35.66 | 2.33 | 10.65 | 19.70 | 40.86 | 17.78 | -0.88 | 10.97 |
| Sharpe Ratio | NA | 2.09 | 1.05 | 0.17 | 0.53 | NA | NA | … | … | 2.30 | 0.53 | 1.24 | 1.48 | -1.14 | -0.15 | 1.53 | 2.04 | -0.27 | 3.37 | 0.13 | 0.64 | 1.37 | 3.42 | 1.24 | -0.04 | 3.51 |
| Standard Deviation(%) | NA | 20.76 | 23.66 | 26.83 | 25.59 | NA | NA | … | … | 24.16 | 27.88 | 21.46 | 20.47 | 38.06 | 25.12 | 39.17 | 17.59 | 22.38 | 10.42 | 15.93 | 16.50 | 14.33 | 11.94 | 14.40 | 24.65 | 12.50 |
| Draw Down(%) | NA | 18.31 | 29.24 | 50.13 | 52.95 | NA | NA | … | … | 16.69 | 28.79 | 13.37 | 17.52 | 45.58 | 20.31 | 35.18 | 12.58 | 23.33 | 5.14 | 15.58 | 14.03 | 10.30 | 5.26 | 10.99 | 20.13 | 3.85 |
| Yield(%) | 0.00 | 10.95 | 5.25 | 4.70 | 10.98 | 13.96 | 12.57 | … | … | 0.00 | 10.78 | 0.00 | 0.00 | 0.00 | 13.72 | 8.63 | 30.92 | 13.80 | 10.51 | 4.24 | 6.89 | 13.44 | 10.35 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USTCX (SCIENCE & TECHNOLOGY FUND SCIENCE & TECHNOLOGY FUND ADVISER SHARES) |
-9.62%
Nov 2020 – Nov 2023 |
0.54%
Feb 2021 – Feb 2026 |
9.69%
Oct 2013 – Oct 2023 |
12.81%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USTCX (SCIENCE & TECHNOLOGY FUND SCIENCE & TECHNOLOGY FUND ADVISER SHARES) |
29.13%
Oct 2018 – Oct 2021 |
27.55%
Feb 2016 – Feb 2021 |
21.12%
Aug 2011 – Aug 2021 |
14.80%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart