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
SWEE (SweeGen Inc) NA 0.00% -47.26% -27.26% NA NA NA
Data as of 09/27/2022, Common starting date is 03/30/2017
More Performance Analytics Comparison
Name Start Date End Date
SWEE (SweeGen Inc) 03/30/2017 09/27/2022
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 (%) 0.00 0.00 -47.26 -27.26 NA NA NA 0.00 -45.00 -69.23 -40.91 152.29 772.00
Sharpe Ratio NA 0.00 -0.21 -0.15 NA NA NA 0.00 -0.17 -0.23 -0.50 1.34 9.09
Standard Deviation(%) NA 59.78 230.76 192.21 NA NA NA NA 257.48 303.83 85.35 112.31 183.49
Draw Down(%) NA 0.00 86.40 92.38 NA NA NA 0.00 83.55 73.33 45.45 42.45 57.85
Yield(%) 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 09/27/2022, Common starting date is 03/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWEE (SweeGen Inc) -55.52%
Sep 2018 – Sep 2021
-25.21%
Aug 2017 – Aug 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWEE (SweeGen Inc) 82.92%
May 2017 – May 2020
-1.06%
May 2017 – May 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return