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
SCE-PM (SCE Trust VII) 0.04% 17.91% NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 11/20/2023
More Performance Analytics Comparison
Name Start Date End Date
SCE-PM (SCE Trust VII) 11/20/2023 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) -0.60 17.91 NA NA NA NA NA 0.04 6.04 6.82 2.48
Sharpe Ratio NA 1.84 NA NA NA NA NA -0.37 0.21 0.43 3.98
Standard Deviation(%) NA 8.16 NA NA NA NA NA 5.75 15.77 7.38 5.45
Draw Down(%) NA 4.41 NA NA NA NA NA 2.44 13.20 4.21 0.84
Yield(%) 0.00 8.24 5.68 3.41 1.70 1.14 0.85 1.85 7.19 7.65 0.00
Data as of 06/11/2026, Common starting date is 11/20/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCE-PM (SCE Trust VII) 0.00%
NA
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
SCE-PM (SCE Trust VII) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return