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
SLW (Silver Wheaton Corp. (USA)) NA -11.50% 2.81% -11.17% 3.70% NA NA
Data as of 10/13/2017, Common starting date is 07/06/2005
More Performance Analytics Comparison
Name Start Date End Date
SLW (Silver Wheaton Corp. (USA)) 07/06/2005 10/13/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 2.06 -11.50 2.81 -11.17 3.70 NA NA 5.52 57.18 -37.98 1.86 -43.04 26.00 -25.42 159.92 131.43 -61.76 61.93 80.69 85.90
Sharpe Ratio NA -0.24 0.05 -0.24 0.06 NA NA 0.19 1.07 -0.85 0.05 -0.94 0.69 -0.47 3.61 1.98 -0.64 1.18 1.28 6.09
Standard Deviation(%) NA 50.38 49.56 46.63 58.83 NA NA 34.19 53.22 44.91 37.66 45.93 37.78 54.03 44.30 66.39 98.39 50.24 60.56 41.04
Draw Down(%) NA 30.00 55.58 73.27 86.74 NA NA 17.75 44.55 53.02 37.28 51.72 41.60 41.38 22.23 32.05 86.74 28.18 41.61 11.21
Yield(%) 0.00 0.56 1.02 0.67 1.16 3.78 2.84 0.35 1.68 1.20 1.22 1.22 1.14 0.47 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/13/2017, Common starting date is 07/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SLW (Silver Wheaton Corp. (USA)) -31.92%
Sep 2012 – Sep 2015
-19.50%
Dec 2010 – Dec 2015
4.85%
Jan 2006 – Jan 2016
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SLW (Silver Wheaton Corp. (USA)) 113.89%
Nov 2008 – Nov 2011
47.30%
Nov 2005 – Nov 2010
13.81%
Aug 2005 – Aug 2015
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return