Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCCG | 8.17% | 39.74% | 13.61% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/25/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCCG | 08/25/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 39.74 | 13.61 | NA | NA | NA | NA | … | … | 8.17 | 28.04 | -3.25 | 18.21 | -14.15 |
| Sharpe Ratio | NA | 2.53 | 0.66 | NA | NA | NA | NA | … | … | 1.90 | 1.38 | -0.43 | 0.98 | -1.69 |
| Standard Deviation(%) | NA | 14.67 | 15.57 | NA | NA | NA | NA | … | … | 9.29 | 18.58 | 15.93 | 15.05 | 22.50 |
| Draw Down(%) | NA | 3.50 | 19.32 | NA | NA | NA | NA | … | … | 2.42 | 10.13 | 19.32 | 7.15 | 23.20 |
| Yield(%) | 0.00 | 10.29 | 9.05 | 5.76 | 2.88 | 1.92 | 1.44 | … | … | 2.13 | 9.59 | 8.74 | 9.62 | 2.82 |
Data as of 06/05/2026, Common starting date is 08/25/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCCG (SCCG) |
9.01%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCCG (SCCG) |
14.51%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart