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
SNWAF (Sanwa Holdings Corporation) NA 21.93% nan% 239.45% NA NA NA
Data as of 01/24/2023, Common starting date is 03/11/2013
More Performance Analytics Comparison
Name Start Date End Date
SNWAF (Sanwa Holdings Corporation) 03/11/2013 01/24/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 21.93 nan 239.45 NA NA NA -14.60 42.77 -355.90 44.76 314.57 -2,507.03 -457.75 -374.10 764.02 -44,084.51 6,758.24
Sharpe Ratio NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA NA 0.00 NA NA NA NA NA NA NA NA NA NA
Draw Down(%) NA 284.76 340.32 3,175.04 NA NA NA 14.60 284.76 340.32 197.26 323.23 3,175.04 375.28 374.10 461.54 44,084.51 1,923.08
Yield(%) 0.00 372.67 281.01 297.47 450.27 300.18 225.14 0.00 372.67 147.25 307.69 298.64 159.39 179.66 212.77 269.50 295.36 232.07
Data as of 01/24/2023, Common starting date is 03/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SNWAF (Sanwa Holdings Corporation) 68.22%
Mar 2018 – Mar 2021
250.34%
Sep 2017 – Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SNWAF (Sanwa Holdings Corporation) 2,829.54%
Apr 2013 – Apr 2016
1,470.28%
Mar 2014 – Mar 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return