Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHMX (Age-Based Option Age 4-6 Cl O) | NA | 22.88% | 10.36% | 10.53% | 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 |
|---|---|---|
| SCHMX (Age-Based Option Age 4-6 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 | 22.88 | 10.36 | 10.53 | NA | NA | NA | … | … | 8.60 | 12.88 | 20.12 | -6.39 | 15.51 | 4.09 |
| Sharpe Ratio | NA | 2.36 | 0.62 | 0.76 | NA | NA | NA | … | … | 1.71 | 0.53 | 2.30 | -0.69 | 2.96 | 1.29 |
| Standard Deviation(%) | NA | 9.98 | 15.58 | 12.97 | NA | NA | NA | … | … | 9.30 | 23.57 | 8.12 | 11.23 | 5.04 | 6.88 |
| Draw Down(%) | NA | 5.85 | 27.55 | 27.55 | NA | NA | NA | … | … | 3.70 | 27.55 | 4.93 | 14.53 | 1.85 | 3.95 |
| 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 |
|---|---|---|---|---|
| SCHMX (Age-Based Option Age 4-6 Cl O) |
0.82%
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 |
|---|---|---|---|---|
| SCHMX (Age-Based Option Age 4-6 Cl O) |
11.62%
Jun 2018 – Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart