Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FWRLX (WIRELESS PORTFOLIO WIRELESS PORTFOLIO) | 41.28% | 51.38% | 26.68% | 11.20% | 15.48% | 12.72% | 11.08% | … | … |
Data as of 06/04/2026, Common starting date is 11/01/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FWRLX (WIRELESS PORTFOLIO WIRELESS PORTFOLIO) | 11/01/2000 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.55 | 51.38 | 26.68 | 11.20 | 15.48 | 12.72 | 11.08 | … | … | 41.28 | 7.39 | 17.12 | 25.97 | -27.86 | 12.15 | 33.39 | 40.17 | -6.37 | 25.02 | 10.07 | -3.09 | 2.95 | 28.26 | 16.30 | -0.96 | 15.17 | 59.02 | -49.62 | 27.46 | 8.72 | 17.32 | 42.54 | 68.31 | -55.25 | -34.74 | -18.91 |
| Sharpe Ratio | NA | 3.00 | 1.39 | 0.43 | 0.73 | NA | NA | … | … | 5.91 | 0.27 | 1.01 | 1.50 | -1.11 | 0.86 | 1.04 | 2.96 | -0.48 | 3.05 | 0.62 | -0.19 | 0.24 | 2.48 | 1.20 | -0.04 | 0.75 | 1.88 | -1.05 | 1.14 | 0.34 | 1.24 | 2.04 | 2.80 | -1.41 | -1.02 | -1.61 |
| Standard Deviation(%) | NA | 14.26 | 15.30 | 17.92 | 18.24 | NA | NA | … | … | 17.41 | 16.86 | 13.37 | 15.03 | 26.43 | 14.12 | 31.59 | 13.07 | 16.14 | 8.01 | 15.88 | 16.26 | 12.14 | 11.38 | 13.66 | 24.40 | 20.19 | 31.38 | 48.01 | 21.36 | 15.48 | 12.20 | 20.32 | 24.17 | 40.09 | 36.79 | 48.34 |
| Draw Down(%) | NA | 6.75 | 15.81 | 32.01 | 32.01 | NA | NA | … | … | 5.17 | 15.78 | 8.99 | 11.53 | 32.01 | 8.78 | 27.64 | 7.86 | 17.22 | 5.54 | 11.03 | 14.42 | 7.88 | 7.74 | 12.75 | 19.49 | 12.10 | 13.22 | 61.23 | 15.03 | 16.95 | 7.50 | 10.87 | 14.93 | 61.52 | 48.29 | 25.29 |
| Yield(%) | 0.00 | 6.95 | 9.58 | 6.41 | 10.02 | 9.28 | 9.22 | … | … | 1.71 | 11.15 | 9.78 | 2.93 | 6.11 | 7.93 | 8.43 | 3.71 | 12.86 | 4.39 | 6.81 | 7.61 | 16.16 | 1.17 | 1.91 | 4.83 | 1.19 | 1.35 | 0.71 | 4.12 | 6.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/01/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWRLX (WIRELESS PORTFOLIO WIRELESS PORTFOLIO) |
-21.08%
Dec 2000 – Dec 2003 |
-4.62%
Jan 2001 – Jan 2006 |
0.01%
Jan 2001 – Jan 2011 |
2.00%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWRLX (WIRELESS PORTFOLIO WIRELESS PORTFOLIO) |
44.94%
Mar 2003 – Mar 2006 |
34.86%
Sep 2002 – Sep 2007 |
15.96%
Mar 2003 – Mar 2013 |
14.54%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart