Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KWGPF (KWG Group Holdings Limited) | NA | -33.33% | -39.43% | -52.72% | 0.15% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KWGPF (KWG Group Holdings Limited) | 09/19/2014 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -33.33 | -39.43 | -52.72 | 0.15 | NA | NA | … | … | -20.00 | -44.44 | -25.00 | -80.00 | -50.17 | 197.65 | 186.06 | -10.41 | 92.49 | 108.08 | 85.04 | 14.93 |
| Sharpe Ratio | NA | -1.26 | -0.99 | -0.97 | -0.02 | NA | NA | … | … | -1.12 | -1.08 | -0.75 | -1.11 | -0.75 | 1.30 | 2.57 | -0.18 | 2.19 | 1.22 | 1.23 | 2.44 |
| Standard Deviation(%) | NA | 28.87 | 43.20 | 56.65 | 74.87 | NA | NA | … | … | 26.11 | 44.39 | 38.67 | 73.60 | 67.09 | 150.73 | 71.71 | 65.05 | 42.15 | 88.75 | 69.09 | 26.21 |
| Draw Down(%) | NA | 33.33 | 77.78 | 97.64 | 97.64 | NA | NA | … | … | 20.00 | 44.44 | 35.71 | 80.33 | 65.38 | 33.37 | 12.75 | 47.46 | 9.55 | 19.46 | 18.39 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.92 | 33.01 | 28.46 | 21.35 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 6.49 | 115.91 | 89.49 | 8.94 | 29.53 | 46.28 | 54.31 | 0.00 |
Data as of 09/26/2025, Common starting date is 09/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KWGPF (KWG Group Holdings Limited) |
-65.70%
Mar 2021 – Mar 2024 |
-50.25%
Aug 2020 – Aug 2025 |
-1.46%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KWGPF (KWG Group Holdings Limited) |
143.03%
Sep 2017 – Sep 2020 |
115.82%
Mar 2016 – Mar 2021 |
12.47%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart