Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWGAF (The Swatch Group AG) | 19.25% | 63.88% | -1.22% | -4.43% | 0.50% | -2.38% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWGAF (The Swatch Group AG) | 10/18/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 63.88 | -1.22 | -4.43 | 0.50 | -2.38 | NA | … | … | 19.25 | 25.47 | -32.26 | -1.90 | -13.07 | 17.94 | -5.57 | 0.75 | -28.37 | 32.20 | -10.05 | -19.73 | -30.95 | 32.81 | 35.51 | -13.33 | 14.65 |
| Sharpe Ratio | NA | 1.41 | -0.21 | -0.18 | -0.04 | NA | NA | … | … | 1.39 | 0.62 | -0.94 | -0.18 | -0.40 | 0.49 | -0.14 | -0.02 | -0.92 | 1.43 | -0.35 | -0.57 | -1.79 | 1.30 | 1.08 | -0.29 | 3.73 |
| Standard Deviation(%) | NA | 37.18 | 37.59 | 37.60 | 34.79 | NA | NA | … | … | 34.14 | 37.38 | 43.54 | 33.71 | 36.04 | 36.31 | 42.47 | 26.66 | 32.30 | 22.15 | 29.11 | 34.56 | 17.30 | 25.25 | 33.11 | 45.97 | 25.18 |
| Draw Down(%) | NA | 14.08 | 52.83 | 56.12 | 66.40 | NA | NA | … | … | 11.31 | 20.22 | 34.07 | 31.56 | 33.06 | 30.28 | 39.01 | 18.48 | 44.76 | 13.60 | 28.49 | 26.81 | 31.09 | 14.52 | 25.33 | 42.34 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 1.44 | 1.36 | 1.69 | 1.27 | 1.24 | … | … | 0.00 | 3.08 | 2.76 | 2.53 | 1.88 | 1.27 | 0.00 | 2.77 | 1.88 | 2.24 | 2.32 | 1.78 | 1.28 | 1.41 | 1.64 | 1.37 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWGAF (The Swatch Group AG) |
-22.55%
Jul 2013 – Jul 2016 |
-14.36%
Apr 2015 – Apr 2020 |
-8.83%
Apr 2014 – Apr 2024 |
-3.47%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWGAF (The Swatch Group AG) |
21.74%
Apr 2020 – Apr 2023 |
7.18%
Jul 2016 – Jul 2021 |
0.47%
May 2016 – May 2026 |
-2.39%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart