Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSW (OneSpaWorld Holdings Limited) | 16.24% | 27.64% | 30.68% | 15.44% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSW (OneSpaWorld Holdings Limited) | 11/17/2017 | 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 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.23 | 27.64 | 30.68 | 15.44 | NA | NA | NA | … | … | 16.24 | 5.14 | 41.81 | 51.13 | -6.89 | -1.18 | -38.85 | 68.23 | 4.71 | -1.34 |
| Sharpe Ratio | NA | 0.73 | 0.83 | 0.36 | NA | NA | NA | … | … | 1.02 | 0.06 | 1.26 | 1.46 | -0.19 | -0.02 | -0.34 | 2.88 | 0.83 | -1.73 |
| Standard Deviation(%) | NA | 32.28 | 33.92 | 38.77 | NA | NA | NA | … | … | 37.65 | 38.55 | 30.34 | 32.77 | 43.24 | 51.70 | 115.81 | 23.21 | 4.01 | 7.17 |
| Draw Down(%) | NA | 16.73 | 34.57 | 45.03 | NA | NA | NA | … | … | 12.94 | 34.57 | 18.78 | 21.71 | 36.25 | 29.65 | 84.88 | 12.16 | 1.64 | 1.96 |
| Yield(%) | 0.00 | 1.00 | 1.07 | 0.59 | 0.44 | 0.30 | 0.22 | … | … | 0.48 | 0.88 | 0.57 | 0.00 | 0.00 | 0.00 | 0.48 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSW (OneSpaWorld Holdings Limited) |
-22.39%
Jul 2019 – Jul 2022 |
-1.00%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSW (OneSpaWorld Holdings Limited) |
45.75%
Jul 2022 – Jul 2025 |
33.96%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart