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
SWCH (Switch Inc) NA 30.88% 32.55% 16.39% NA NA NA
Data as of 12/06/2022, Common starting date is 10/09/2017
More Performance Analytics Comparison
Name Start Date End Date
SWCH (Switch Inc) 10/09/2017 12/06/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017
Annualized Return (%) 0.06 30.88 32.55 16.39 NA NA NA 21.10 77.01 11.21 111.49 -61.52 -4.31
Sharpe Ratio NA 1.30 0.92 0.38 NA NA NA 0.95 2.01 0.27 3.54 -1.05 -0.52
Standard Deviation(%) NA 22.77 34.87 40.63 NA NA NA 22.80 38.24 40.97 31.44 59.63 35.94
Draw Down(%) NA 17.70 36.43 64.57 NA NA NA 17.39 28.36 36.43 15.61 64.76 18.87
Yield(%) 0.00 0.75 1.22 0.89 0.39 0.26 0.20 0.71 1.24 1.06 1.67 0.34 0.07
Data as of 12/06/2022, Common starting date is 10/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWCH (Switch Inc) -2.67%
Dec 2017 – Dec 2020
15.99%
Nov 2017 – Nov 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWCH (Switch Inc) 61.58%
Dec 2018 – Dec 2021
15.99%
Nov 2017 – Nov 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return