Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWBI (Smith & Wesson Brands, Inc.) | 51.56% | 60.67% | 12.10% | -4.25% | 3.50% | 16.19% | 7.15% | … | … |
Data as of 06/05/2026, Common starting date is 08/18/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWBI (Smith & Wesson Brands, Inc.) | 08/18/1999 | 06/05/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.63 | 60.67 | 12.10 | -4.25 | 3.50 | 16.19 | 7.15 | … | … | 51.56 | 3.07 | -22.55 | 62.17 | -49.58 | 1.64 | 225.68 | -27.84 | 0.16 | -39.09 | -4.09 | 132.10 | -29.80 | 59.83 | 93.58 | 16.58 | -8.56 | 80.18 | -62.79 | -41.01 | 163.10 | 124.57 | -2.23 | -5.79 | 137.50 | 326.67 | -76.92 | -27.78 |
| Sharpe Ratio | NA | 1.29 | 0.20 | -0.13 | 0.03 | NA | NA | … | … | 4.47 | 0.00 | -0.56 | 1.58 | -0.99 | 0.03 | 2.68 | -0.65 | -0.02 | -1.00 | -0.09 | 3.39 | -0.78 | 1.81 | 1.55 | 0.34 | -0.23 | 1.04 | -0.66 | -0.56 | 2.96 | 2.06 | -0.06 | -0.12 | 1.52 | 2.08 | -0.46 | -0.40 |
| Standard Deviation(%) | NA | 45.00 | 43.45 | 48.04 | 52.37 | NA | NA | … | … | 36.07 | 43.76 | 47.12 | 37.49 | 51.47 | 64.07 | 83.40 | 45.43 | 51.66 | 39.69 | 49.92 | 38.93 | 38.05 | 33.09 | 60.82 | 49.24 | 37.86 | 77.13 | 96.28 | 78.84 | 54.22 | 59.44 | 50.47 | 52.72 | 89.93 | 160.34 | 176.08 | 152.90 |
| Draw Down(%) | NA | 27.81 | 54.24 | 75.38 | 81.49 | NA | NA | … | … | 7.51 | 28.68 | 43.72 | 21.50 | 53.78 | 53.70 | 45.41 | 58.62 | 32.58 | 47.48 | 32.31 | 13.06 | 46.79 | 22.07 | 29.63 | 41.40 | 27.05 | 46.35 | 79.32 | 73.97 | 32.74 | 39.87 | 37.80 | 30.77 | 64.44 | 50.00 | 96.00 | 45.83 |
| Yield(%) | 0.00 | 5.36 | 4.23 | 2.03 | 1.44 | 6.48 | 2.03 | … | … | 1.30 | 5.21 | 3.79 | 5.16 | 2.10 | 1.60 | 1.42 | 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 06/05/2026, Common starting date is 08/18/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWBI (Smith & Wesson Brands, Inc.) |
-43.69%
Aug 2007 – Aug 2010 |
-28.91%
Sep 2006 – Sep 2011 |
-2.49%
Aug 2007 – Aug 2017 |
-0.29%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWBI (Smith & Wesson Brands, Inc.) |
142.64%
Aug 2004 – Aug 2007 |
83.77%
Dec 2000 – Dec 2005 |
34.89%
Dec 2000 – Dec 2010 |
37.38%
Dec 2000 – Dec 2015 |
Annualized Rolling Returns Comparison Chart