Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHSWX (Parvin Hedged Equity Solari World Fund) | 5.30% | 12.06% | 10.17% | 3.31% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHSWX (Parvin Hedged Equity Solari World Fund) | 01/05/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 12.06 | 10.17 | 3.31 | NA | NA | NA | … | … | 5.30 | 22.64 | 1.35 | 1.79 | -12.69 | 3.47 |
| Sharpe Ratio | NA | 0.78 | 0.57 | 0.11 | NA | NA | NA | … | … | 0.69 | 1.66 | -0.23 | -0.18 | -1.18 | 0.51 |
| Standard Deviation(%) | NA | 15.81 | 12.32 | 11.69 | NA | NA | NA | … | … | 19.78 | 11.98 | 9.68 | 10.43 | 11.97 | 6.76 |
| Draw Down(%) | NA | 14.06 | 14.06 | 18.79 | NA | NA | NA | … | … | 14.06 | 8.12 | 8.62 | 9.85 | 15.59 | 6.12 |
| Yield(%) | 0.00 | 0.51 | 1.25 | 1.41 | 0.72 | 0.48 | 0.36 | … | … | 0.00 | 0.58 | 1.13 | 2.03 | 1.91 | 2.05 |
Data as of 06/04/2026, Common starting date is 01/05/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHSWX (Parvin Hedged Equity Solari World Fund) |
-3.93%
Feb 2021 – Feb 2024 |
3.78%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHSWX (Parvin Hedged Equity Solari World Fund) |
14.44%
Feb 2023 – Feb 2026 |
6.25%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart