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
SSWA NA -3.46% NA NA NA NA NA
Data as of 12/09/2020, Common starting date is 09/05/2018
More Performance Analytics Comparison
Name Start Date End Date
SSWA 09/05/2018 12/09/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018
Annualized Return (%) 0.00 -3.46 NA NA NA NA NA -4.20 9.01 -5.89
Sharpe Ratio NA -1.07 NA NA NA NA NA -1.34 0.91 -2.33
Standard Deviation(%) NA 3.51 NA NA NA NA NA 3.49 8.40 8.05
Draw Down(%) NA 5.94 NA NA NA NA NA 5.94 3.10 7.34
Yield(%) 0.00 0.00 1.18 0.71 0.35 0.24 0.18 0.00 1.86 1.77
Data as of 12/09/2020, Common starting date is 09/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SSWA (SSWA) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SSWA (SSWA) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return