Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FWSFBX | NA | -17.10% | NA | NA | NA | NA | NA | 14.15% |
Data as of 06/29/2022, AR inception is 06/30/2020
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FWSFBX | 06/30/2020 | 06/29/2022 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 2.48 | -17.10 | NA | NA | NA | NA | NA | 14.15 | -19.56 | 15.33 | 23.04 |
Sharpe Ratio | NA | -0.89 | NA | NA | NA | NA | NA | 0.37 | -1.53 | 1.02 | 3.09 |
Standard Deviation(%) | NA | 19.41 | NA | NA | NA | NA | NA | 17.97 | 23.88 | 14.96 | 16.29 |
Draw Down(%) | NA | 23.06 | NA | NA | NA | NA | NA | 23.06 | 22.62 | 8.82 | 7.20 |
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 06/29/2022, AR inception is 06/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FWSFBX (FWSFBX) |
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 |
---|---|---|---|---|
FWSFBX (FWSFBX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart