Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHKX (Age-Based Option Age 4-6 Cl C) | NA | 22.35% | 9.89% | 10.04% | 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 |
|---|---|---|
| SCHKX (Age-Based Option Age 4-6 Cl C) | 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 | 22.35 | 9.89 | 10.04 | NA | NA | NA | … | … | 8.32 | 12.42 | 19.61 | -6.77 | 14.97 | 3.88 |
| Sharpe Ratio | NA | 2.32 | 0.59 | 0.72 | NA | NA | NA | … | … | 1.65 | 0.51 | 2.24 | -0.72 | 2.85 | 1.22 |
| Standard Deviation(%) | NA | 9.96 | 15.59 | 12.99 | NA | NA | NA | … | … | 9.30 | 23.60 | 8.11 | 11.26 | 5.06 | 6.88 |
| Draw Down(%) | NA | 5.87 | 27.59 | 27.59 | NA | NA | NA | … | … | 3.69 | 27.59 | 4.95 | 14.88 | 1.88 | 4.02 |
| 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 |
|---|---|---|---|---|
| SCHKX (Age-Based Option Age 4-6 Cl C) |
0.40%
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 |
|---|---|---|---|---|
| SCHKX (Age-Based Option Age 4-6 Cl C) |
11.13%
Jun 2018 – Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart