Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMWIX (The Diplomat Fund) | -3.90% | -2.21% | 0.66% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/13/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMWIX (The Diplomat Fund) | 09/13/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.21 | 0.66 | NA | NA | NA | NA | … | … | -3.90 | 6.70 | -0.65 | 7.68 | -1.32 |
| Sharpe Ratio | NA | -1.03 | -0.31 | NA | NA | NA | NA | … | … | -2.09 | 0.50 | -0.50 | 0.41 | -0.90 |
| Standard Deviation(%) | NA | 5.37 | 8.23 | NA | NA | NA | NA | … | … | 5.44 | 7.71 | 8.60 | 9.81 | 7.88 |
| Draw Down(%) | NA | 7.03 | 9.10 | NA | NA | NA | NA | … | … | 6.31 | 4.25 | 6.54 | 9.10 | 3.40 |
| Yield(%) | 0.00 | 1.97 | 4.00 | 2.86 | 1.43 | 0.95 | 0.71 | … | … | 0.00 | 3.07 | 3.17 | 7.15 | 1.30 |
Data as of 06/09/2026, Common starting date is 09/13/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMWIX (The Diplomat Fund) |
0.72%
May 2023 – May 2026 |
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 |
|---|---|---|---|---|
| EMWIX (The Diplomat Fund) |
5.39%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart