Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SKWG (Skywealth Group Inc) | NA | 25.78% | 14.59% | -21.78% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/12/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SKWG (Skywealth Group Inc) | 10/12/2017 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.78 | 14.59 | -21.78 | NA | NA | NA | … | … | 20.15 | -45.75 | 105.83 | -32.58 | -93.52 | 77.26 | 839.39 | 340.00 | 7.14 |
| Sharpe Ratio | NA | 0.52 | 0.13 | -0.14 | NA | NA | NA | … | … | 0.50 | -1.18 | 0.80 | -0.64 | -0.29 | 0.22 | 2.73 | 2.55 | 1.15 |
| Standard Deviation(%) | NA | 43.52 | 82.78 | 175.32 | NA | NA | NA | … | … | 50.58 | 44.66 | 129.12 | 53.30 | 322.99 | 353.52 | 307.02 | 132.70 | 32.27 |
| Draw Down(%) | NA | 19.10 | 55.56 | 99.05 | NA | NA | NA | … | … | 19.10 | 48.18 | 55.56 | 41.44 | 98.33 | 82.38 | 73.33 | 40.00 | 6.25 |
| 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 09/26/2025, Common starting date is 10/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SKWG (Skywealth Group Inc) |
-62.12%
Aug 2019 – Aug 2022 |
-42.00%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SKWG (Skywealth Group Inc) |
318.44%
Dec 2017 – Dec 2020 |
26.92%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart