Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SANW (S&W Seed Company) -79.90% -99.60% -90.69% -80.43% -56.63% -42.00% NA
Data as of 05/21/2026, Common starting date is 06/15/2010
More Performance Analytics Comparison
Name Start Date End Date
SANW (S&W Seed Company) 06/15/2010 05/21/2026
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 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) -40.36 -99.60 -90.69 -80.43 -56.63 -42.00 NA -79.90 -98.87 -39.92 -53.02 -45.42 -6.83 39.52 16.02 -53.59 -15.22 9.00 5.50 -42.45 -9.97 75.06 33.64 -17.50
Sharpe Ratio NA -0.15 -0.25 -0.29 -0.28 NA NA -0.07 -0.46 -0.37 -0.76 -0.61 -0.11 0.52 0.24 -1.20 -0.39 0.27 0.12 -0.71 -0.19 1.87 0.61 -0.48
Standard Deviation(%) NA 680.70 370.54 286.20 203.68 NA NA 1,381.27 221.42 124.25 75.72 77.59 62.33 75.43 60.49 46.07 40.84 32.19 46.57 60.09 51.35 40.62 55.08 61.70
Draw Down(%) NA 99.98 99.99 100.00 100.00 NA NA 99.26 99.36 83.68 77.00 75.09 46.83 39.73 36.74 57.91 42.55 15.09 22.20 63.04 56.22 28.70 41.52 31.22
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 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 05/21/2026, Common starting date is 06/15/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SANW (S&W Seed Company) -91.67%
Feb 2023 – Feb 2026
-80.55%
Apr 2021 – Apr 2026
-56.74%
Apr 2016 – Apr 2026
-42.47%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SANW (S&W Seed Company) 37.78%
Sep 2010 – Sep 2013
7.53%
Sep 2010 – Sep 2015
-0.11%
Mar 2011 – Mar 2021
-21.92%
Jul 2010 – Jul 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return