Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BWDIX (Boyd Watterson Limited Duration Enhanced) | 2.16% | 4.62% | 6.60% | 3.79% | NA | NA | NA | 3.82% |
Data as of 07/25/2025, AR inception is 04/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWDIX (Boyd Watterson Limited Duration Enhanced) | 04/25/2017 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 4.62 | 6.60 | 3.79 | NA | NA | NA | 3.82 | 2.16 | 6.53 | 9.48 | -3.29 | 2.14 | 4.37 | 7.75 | -0.61 | 2.58 |
| Sharpe Ratio | NA | 0.65 | 1.49 | 0.83 | NA | NA | NA | 0.87 | 0.32 | 1.70 | 2.92 | -1.65 | 1.91 | 0.92 | 5.96 | -1.64 | 3.36 |
| Standard Deviation(%) | NA | 2.22 | 2.17 | 2.07 | NA | NA | NA | 2.30 | 2.63 | 1.71 | 2.01 | 2.88 | 1.11 | 4.45 | 1.05 | 1.22 | 0.90 |
| Draw Down(%) | NA | 1.42 | 3.25 | 6.41 | NA | NA | NA | 10.12 | 1.42 | 0.83 | 1.05 | 6.41 | 0.75 | 10.12 | 0.30 | 2.27 | 0.59 |
| Yield(%) | 0.00 | 4.43 | 5.15 | 4.16 | 3.20 | 2.13 | 1.60 | 3.99 | 1.32 | 5.90 | 5.78 | 3.58 | 3.20 | 3.24 | 3.62 | 4.00 | 2.16 |
Data as of 07/25/2025, AR inception is 04/25/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWDIX (Boyd Watterson Limited Duration Enhanced) |
0.31%
Sep 2019 - Sep 2022 |
1.51%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWDIX (Boyd Watterson Limited Duration Enhanced) |
7.10%
Jun 2022 - Jun 2025 |
5.26%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart