Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FWROLX | NA | 36.74% | NA | NA | NA | NA | NA | 55.11% |
Data as of 12/08/2021, AR inception is 12/09/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FWROLX | 12/09/2019 | 12/08/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.85 | 36.74 | NA | NA | NA | NA | NA | 55.11 | 35.23 | 13.42 | 1.12 |
| Sharpe Ratio | NA | 1.53 | NA | NA | NA | NA | NA | 0.64 | 1.55 | 0.27 | 2.16 |
| Standard Deviation(%) | NA | 24.07 | NA | NA | NA | NA | NA | 38.28 | 24.59 | 48.88 | 9.09 |
| Draw Down(%) | NA | 9.66 | NA | NA | NA | NA | NA | 42.60 | 9.66 | 42.60 | 1.11 |
| Yield(%) | 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 12/08/2021, AR inception is 12/09/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWROLX (FWROLX) |
0.00%
NA |
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 |
|---|---|---|---|---|
| FWROLX (FWROLX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart