Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FWRSUX | NA | 16.72% | NA | NA | NA | NA | NA | 10.21% |
Data as of 08/02/2024, AR inception is 08/05/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FWRSUX | 08/05/2022 | 08/02/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 16.72 | NA | NA | NA | NA | NA | 10.21 | 11.61 | -4.64 | 3.55 |
| Sharpe Ratio | NA | 0.91 | NA | NA | NA | NA | NA | 0.08 | 1.24 | -0.60 | 0.27 |
| Standard Deviation(%) | NA | 14.18 | NA | NA | NA | NA | NA | 16.85 | 13.64 | 14.97 | 24.00 |
| Draw Down(%) | NA | 13.15 | NA | NA | NA | NA | NA | 20.82 | 7.80 | 18.34 | 13.36 |
| Yield(%) | 0.00 | 10.19 | 3.27 | 1.96 | 0.98 | 0.65 | 0.49 | 9.80 | 0.20 | 9.39 | 0.00 |
Data as of 08/02/2024, AR inception is 08/05/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWRSUX (FWRSUX) |
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 |
|---|---|---|---|---|
| FWRSUX (FWRSUX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart