Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FXWZF (Fox-Wizel Ltd) | 0.00% | 16.26% | 15.03% | 21.51% | NA | NA | NA | … | … |
Data as of 01/08/2026, Common starting date is 07/17/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FXWZF (Fox-Wizel Ltd) | 07/17/2019 | 01/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.26 | 15.03 | 21.51 | NA | NA | NA | … | … | 0.00 | 16.26 | 9.28 | 19.81 | 18.86 | 46.40 | 7.26 | 1.83 |
| Sharpe Ratio | NA | 1.05 | 1.16 | 1.30 | NA | NA | NA | … | … | NA | 1.05 | 0.89 | 1.64 | 1.33 | 1.88 | 1.41 | 1.04 |
| Standard Deviation(%) | NA | 12.74 | 9.99 | 14.70 | NA | NA | NA | … | … | NA | 12.74 | 6.33 | 9.93 | 13.17 | 24.61 | 4.94 | 2.67 |
| Draw Down(%) | NA | 0.01 | 0.01 | 0.01 | NA | NA | NA | … | … | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 14.29 | 13.52 | 18.45 | 10.10 | 6.73 | 5.05 | … | … | 0.00 | 14.29 | 8.69 | 17.58 | 16.44 | 35.26 | 6.92 | 1.83 |
Data as of 01/08/2026, Common starting date is 07/17/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXWZF (Fox-Wizel Ltd) |
15.03%
Nov 2022 – Nov 2025 |
18.83%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXWZF (Fox-Wizel Ltd) |
27.75%
Sep 2020 – Sep 2023 |
21.73%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart