Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCAAX (CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS A) | NA | 10.53% | 4.96% | 4.96% | 4.55% | NA | NA | … | … |
Data as of 10/22/2010, Common starting date is 06/26/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCAAX (CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS A) | 06/26/1998 | 10/22/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.53 | 4.96 | 4.96 | 4.55 | NA | NA | … | … | 7.94 | 30.74 | -17.39 | 1.73 | 6.33 | 1.79 | 5.72 | 11.64 | -0.06 | 2.16 | 3.63 | -0.35 | 1.46 |
| Sharpe Ratio | NA | 3.04 | 0.65 | 0.60 | 0.68 | NA | NA | … | … | 2.74 | 4.82 | -2.02 | -0.39 | 1.14 | -0.15 | 1.77 | 4.23 | -0.43 | -0.05 | -0.13 | -0.99 | -0.09 |
| Standard Deviation(%) | NA | 3.44 | 6.87 | 5.64 | 4.46 | NA | NA | … | … | 3.59 | 6.36 | 9.05 | 3.34 | 2.67 | 2.53 | 2.69 | 2.59 | 2.71 | 3.29 | 3.22 | 3.60 | 3.43 |
| Draw Down(%) | NA | 2.98 | 25.10 | 25.10 | 25.10 | NA | NA | … | … | 2.98 | 9.76 | 24.69 | 3.45 | 2.18 | 2.13 | 3.92 | 3.19 | 5.42 | 4.23 | 2.68 | 4.47 | 3.68 |
| Yield(%) | 0.00 | 5.30 | 4.75 | 4.75 | 4.60 | 3.66 | 2.75 | … | … | 2.69 | 7.45 | 4.72 | 4.99 | 4.74 | 4.03 | 4.01 | 4.11 | 4.19 | 5.88 | 7.25 | 5.84 | 3.78 |
Data as of 10/22/2010, Common starting date is 06/26/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCAAX (CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS A) |
-5.45%
Feb 2006 – Feb 2009 |
-1.99%
Feb 2004 – Feb 2009 |
0.73%
Nov 1998 – Nov 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCAAX (CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS A) |
7.29%
Jul 2002 – Jul 2005 |
6.17%
Oct 2002 – Oct 2007 |
4.54%
Apr 2000 – Apr 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart