Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWOX (The Goodheart-Willcox Company Inc) | -5.57% | -9.30% | 5.75% | 40.27% | 27.63% | 18.99% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWOX (The Goodheart-Willcox Company Inc) | 10/18/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.26 | -9.30 | 5.75 | 40.27 | 27.63 | 18.99 | NA | … | … | -5.57 | -3.10 | 23.83 | 40.95 | 92.86 | 66.72 | -18.86 | 65.76 | 50.82 | 7.12 | 2.58 | 2.58 | -5.42 | 19.57 | 4.05 | 0.80 | -1.42 |
| Sharpe Ratio | NA | -0.58 | 0.10 | 0.60 | 0.46 | NA | NA | … | … | -0.73 | -0.20 | 0.47 | 1.35 | 0.79 | 1.14 | -0.28 | 1.52 | 0.69 | 0.33 | 1.32 | 1.42 | -0.72 | 1.24 | 0.14 | 0.15 | -0.35 |
| Standard Deviation(%) | NA | 18.55 | 30.28 | 63.12 | 56.64 | NA | NA | … | … | 17.51 | 29.65 | 36.88 | 27.40 | 116.26 | 58.39 | 68.83 | 42.20 | 72.03 | 19.79 | 1.80 | 1.80 | 7.55 | 15.78 | 28.00 | 5.30 | 19.58 |
| Draw Down(%) | NA | 9.89 | 18.88 | 36.25 | 43.08 | NA | NA | … | … | 7.76 | 13.04 | 18.88 | 16.80 | 36.25 | 24.68 | 43.08 | 13.50 | 37.06 | 14.56 | 0.00 | 0.00 | 7.06 | 6.25 | 15.29 | 4.70 | 6.49 |
| Yield(%) | 0.00 | 0.00 | 2.52 | 16.45 | 16.68 | 12.59 | 9.58 | … | … | 0.00 | 0.00 | 7.36 | 7.41 | 6.67 | 38.93 | 1.57 | 1.87 | 8.05 | 11.39 | 2.53 | 2.53 | 1.65 | 2.21 | 1.97 | 2.22 | 1.35 |
Data as of 06/05/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWOX (The Goodheart-Willcox Company Inc) |
-4.45%
Jan 2014 – Jan 2017 |
-1.94%
Feb 2012 – Feb 2017 |
7.43%
Nov 2010 – Nov 2020 |
19.03%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWOX (The Goodheart-Willcox Company Inc) |
85.13%
Mar 2021 – Mar 2024 |
53.26%
Jan 2018 – Jan 2023 |
29.96%
Jan 2015 – Jan 2025 |
19.81%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart