Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USCAX (SMALL CAP STOCK FUND SMALL CAP STOCK FUND SHARES) | 17.62% | 33.96% | 13.99% | -3.88% | 4.83% | 6.23% | 5.55% | … | … |
Data as of 06/09/2026, Common starting date is 09/21/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USCAX (SMALL CAP STOCK FUND SMALL CAP STOCK FUND SHARES) | 09/21/1999 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 33.96 | 13.99 | -3.88 | 4.83 | 6.23 | 5.55 | … | … | 17.62 | 9.15 | 5.33 | 17.35 | -24.53 | -18.61 | 13.30 | 29.04 | -9.97 | 10.10 | 18.90 | -5.37 | 2.52 | 37.65 | 14.81 | -2.15 | 27.52 | 28.10 | -36.09 | -0.79 | 15.32 | 7.96 | 18.72 | 28.24 | -9.77 | -9.14 | -13.92 | 32.33 |
| Sharpe Ratio | NA | 1.77 | 0.56 | -0.23 | 0.12 | NA | NA | … | … | 2.05 | 0.28 | 0.09 | 0.71 | -0.88 | -0.41 | 0.30 | 1.81 | -0.66 | 0.79 | 1.06 | -0.35 | 0.17 | 2.86 | 0.93 | -0.07 | 1.23 | 0.89 | -0.90 | -0.20 | 0.84 | 0.42 | 1.25 | 1.99 | -0.55 | -0.47 | -0.51 | 9.95 |
| Standard Deviation(%) | NA | 17.98 | 20.33 | 28.49 | 26.49 | NA | NA | … | … | 18.47 | 22.51 | 19.87 | 19.33 | 29.64 | 44.93 | 43.30 | 15.23 | 17.18 | 11.99 | 17.68 | 15.55 | 14.51 | 13.17 | 16.08 | 31.38 | 22.28 | 31.31 | 41.07 | 19.34 | 14.16 | 13.66 | 14.18 | 13.85 | 19.99 | 24.96 | 35.43 | 16.75 |
| Draw Down(%) | NA | 9.11 | 28.08 | 53.61 | 53.61 | NA | NA | … | … | 9.11 | 24.02 | 9.53 | 16.92 | 27.12 | 39.26 | 42.42 | 8.42 | 26.45 | 6.60 | 14.12 | 16.99 | 11.77 | 5.94 | 12.66 | 27.73 | 17.78 | 30.08 | 49.70 | 15.51 | 11.91 | 9.29 | 10.28 | 10.72 | 26.61 | 28.97 | 39.58 | 6.71 |
| Yield(%) | 0.00 | 8.00 | 5.03 | 1.67 | 4.88 | 6.30 | 5.63 | … | … | 0.00 | 7.69 | 6.02 | 0.21 | 0.00 | 0.00 | 0.84 | 11.59 | 11.01 | 10.87 | 1.49 | 8.06 | 10.78 | 11.27 | 2.35 | 0.04 | 0.19 | 0.00 | 0.08 | 10.19 | 6.63 | 8.01 | 2.98 | 0.65 | 1.31 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 09/21/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USCAX (SMALL CAP STOCK FUND SMALL CAP STOCK FUND SHARES) |
-18.89%
Feb 2000 – Feb 2003 |
-6.26%
Feb 2004 – Feb 2009 |
-1.30%
Feb 2000 – Feb 2010 |
2.75%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USCAX (SMALL CAP STOCK FUND SMALL CAP STOCK FUND SHARES) |
29.54%
Feb 2009 – Feb 2012 |
25.93%
Feb 2009 – Feb 2014 |
15.51%
Feb 2009 – Feb 2019 |
9.79%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart