Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSWA (First Sound Bank) | NA | 83.56% | 11.45% | -0.44% | -5.66% | -21.22% | NA | … | … |
Data as of 05/17/2024, Common starting date is 07/27/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSWA (First Sound Bank) | 07/27/2004 | 05/17/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 83.56 | 11.45 | -0.44 | -5.66 | -21.22 | NA | … | … | 1.36 | 31.41 | -26.03 | 41.67 | -12.73 | -21.43 | 0.00 | 40.00 | -28.57 | 16.67 | -60.00 | 150.00 | 500.00 | -80.00 | -92.31 | -89.17 | -58.53 | -9.63 | 35.25 | -1.51 | 20.45 |
| Sharpe Ratio | NA | 1.59 | 0.23 | -0.04 | -0.08 | NA | NA | … | … | -0.02 | 0.51 | -0.95 | 1.18 | -0.18 | -0.37 | -0.02 | 0.33 | -0.39 | 0.12 | -0.57 | 0.62 | 0.91 | -0.18 | -0.23 | -0.57 | -1.74 | -0.46 | 0.87 | -0.17 | 1.50 |
| Standard Deviation(%) | NA | 50.13 | 40.41 | 48.31 | 81.41 | NA | NA | … | … | 3.57 | 54.07 | 28.84 | 35.35 | 73.32 | 61.72 | 76.08 | 118.13 | 74.63 | 142.54 | 105.63 | 242.09 | 560.23 | 446.14 | 405.82 | 156.78 | 34.10 | 27.42 | 37.07 | 22.06 | 34.51 |
| Draw Down(%) | NA | 4.23 | 49.29 | 54.60 | 76.08 | NA | NA | … | … | 1.49 | 29.42 | 28.57 | 17.48 | 46.10 | 34.25 | 37.50 | 40.00 | 42.86 | 46.15 | 77.78 | 68.89 | 88.89 | 96.67 | 96.92 | 92.00 | 58.53 | 22.01 | 13.85 | 10.91 | 6.08 |
| 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 | 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 | 0.00 | 0.00 |
Data as of 05/17/2024, Common starting date is 07/27/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSWA (First Sound Bank) |
-88.14%
Dec 2008 – Dec 2011 |
-77.14%
Dec 2006 – Dec 2011 |
-43.95%
Nov 2006 – Nov 2016 |
-32.34%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSWA (First Sound Bank) |
81.71%
Dec 2011 – Dec 2014 |
37.97%
Dec 2011 – Dec 2016 |
21.13%
Dec 2011 – Dec 2021 |
-20.26%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart