Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MYFW (First Western Financial, Inc.) | 7.57% | 38.45% | 18.12% | 0.06% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MYFW (First Western Financial, Inc.) | 07/20/2018 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 38.45 | 18.12 | 0.06 | NA | NA | NA | … | … | 7.57 | 34.27 | -4.03 | -29.56 | -7.28 | 55.14 | 18.82 | 40.65 | -38.69 |
| Sharpe Ratio | NA | 1.22 | 0.39 | -0.04 | NA | NA | NA | … | … | 0.75 | 0.97 | -0.26 | -0.68 | -0.30 | 1.64 | 0.38 | 1.38 | -1.69 |
| Standard Deviation(%) | NA | 27.78 | 39.60 | 36.85 | NA | NA | NA | … | … | 27.33 | 33.14 | 40.83 | 50.31 | 28.58 | 33.64 | 48.31 | 28.45 | 40.16 |
| Draw Down(%) | NA | 17.12 | 39.98 | 60.78 | NA | NA | NA | … | … | 13.38 | 19.33 | 33.84 | 53.18 | 26.70 | 18.00 | 37.71 | 12.65 | 42.62 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 06/04/2026, Common starting date is 07/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MYFW (First Western Financial, Inc.) |
-16.46%
Mar 2021 – Mar 2024 |
-0.35%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MYFW (First Western Financial, Inc.) |
37.38%
Dec 2018 – Dec 2021 |
12.19%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart