Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAWH (Pennsylvania Warehousing Safe Deposit) | NA | 0.00% | 15.95% | 11.01% | 5.98% | NA | NA | … | … |
Data as of 05/15/2025, Common starting date is 12/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAWH (Pennsylvania Warehousing Safe Deposit) | 12/12/2012 | 05/15/2025 |
| 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -40.74 | 0.00 | 15.95 | 11.01 | 5.98 | NA | NA | … | … | -21.57 | 26.32 | 12.68 | 40.26 | 13.14 | 22.03 | 7.41 | 5.31 | -19.66 | 52.19 | -40.00 | 39.70 | 19.05 | 0.00 |
| Sharpe Ratio | NA | -0.02 | 0.23 | 0.22 | 0.11 | NA | NA | … | … | -0.05 | 0.70 | 0.23 | 1.32 | 0.92 | 0.96 | 1.07 | 1.09 | -0.69 | 0.86 | -0.58 | 1.53 | 1.99 | 0.00 |
| Standard Deviation(%) | NA | 207.83 | 55.61 | 40.78 | 42.70 | NA | NA | … | … | 901.98 | 35.72 | 38.84 | 29.46 | 14.18 | 22.58 | 5.55 | 3.63 | 29.64 | 60.53 | 69.10 | 25.89 | 9.56 | NA |
| Draw Down(%) | NA | 40.74 | 40.74 | 40.74 | 49.29 | NA | NA | … | … | 40.74 | 1.23 | 21.57 | 0.00 | 6.84 | 8.70 | 0.00 | 0.00 | 22.24 | 17.25 | 49.29 | 0.50 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 3.96 | 4.28 | 3.43 | 3.84 | 2.88 | … | … | 0.00 | 0.31 | 4.53 | 5.80 | 6.19 | 5.33 | 6.99 | 5.11 | 3.74 | 5.00 | 2.86 | 0.00 | 0.00 | 0.00 |
Data as of 05/15/2025, Common starting date is 12/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAWH (Pennsylvania Warehousing Safe Deposit) |
-10.79%
Nov 2014 – Nov 2017 |
-4.71%
Nov 2014 – Nov 2019 |
8.46%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAWH (Pennsylvania Warehousing Safe Deposit) |
31.11%
Jun 2020 – Jun 2023 |
24.28%
Jun 2018 – Jun 2023 |
12.37%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
