Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SCHHX (Age-Based Option Age 0-3 Cl O) NA 26.62% 10.91% 11.42% NA NA NA
Data as of 07/26/2021, Common starting date is 07/19/2016
More Performance Analytics Comparison
Name Start Date End Date
SCHHX (Age-Based Option Age 0-3 Cl O) 07/19/2016 07/26/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016
Annualized Return (%) 0.00 26.62 10.91 11.42 NA NA NA 10.20 13.27 21.44 -7.10 17.00 4.76
Sharpe Ratio NA 2.44 0.57 0.73 NA NA NA 1.81 0.48 2.14 -0.68 2.88 1.35
Standard Deviation(%) NA 11.24 17.72 14.68 NA NA NA 10.44 26.78 9.38 12.43 5.71 7.69
Draw Down(%) NA 6.43 30.07 30.07 NA NA NA 3.77 30.07 5.72 16.25 2.06 4.33
Yield(%) 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
Data as of 07/26/2021, Common starting date is 07/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCHHX (Age-Based Option Age 0-3 Cl O) 0.39%
Mar 2017 – Mar 2020
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
SCHHX (Age-Based Option Age 0-3 Cl O) 12.38%
Jun 2018 – Jun 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return