Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FINW (Finwise Bancorp) | -18.00% | 0.62% | 17.79% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 11/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINW (Finwise Bancorp) | 11/19/2021 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.01 | 0.62 | 17.79 | NA | NA | NA | NA | … | … | -18.00 | 11.64 | 12.58 | 54.54 | -31.31 | 5.89 |
| Sharpe Ratio | NA | -0.06 | 0.45 | NA | NA | NA | NA | … | … | -1.17 | 0.22 | 0.17 | 1.44 | -0.75 | 2.21 |
| Standard Deviation(%) | NA | 35.82 | 37.62 | NA | NA | NA | NA | … | … | 34.40 | 40.77 | 36.22 | 35.15 | 43.73 | 31.97 |
| Draw Down(%) | NA | 42.29 | 42.29 | NA | NA | NA | NA | … | … | 31.18 | 33.59 | 41.22 | 20.76 | 60.09 | 6.67 |
| 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 06/11/2026, Common starting date is 11/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINW (Finwise Bancorp) |
-2.08%
Feb 2022 – Feb 2025 |
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 |
|---|---|---|---|---|
| FINW (Finwise Bancorp) |
29.01%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart