Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWGI (Star Wealth Group Inc) | NA | 0.00% | -0.66% | -21.71% | NA | NA | NA | … | … |
Data as of 09/27/2022, Common starting date is 07/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWGI (Star Wealth Group Inc) | 07/22/2016 | 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 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -0.66 | -21.71 | NA | NA | NA | … | … | 0.00 | -1.96 | 0.00 | 0.00 | -70.00 | 0.00 | -15.00 |
| Sharpe Ratio | NA | 0.00 | -0.02 | -0.35 | NA | NA | NA | … | … | 0.00 | -0.02 | 0.00 | 0.00 | -0.80 | 0.00 | -1.26 |
| Standard Deviation(%) | NA | 70.31 | 65.67 | 64.63 | NA | NA | NA | … | … | NA | 113.81 | NA | NA | 89.17 | NA | 24.38 |
| Draw Down(%) | NA | 0.00 | 67.21 | 70.59 | NA | NA | NA | … | … | 0.00 | 67.21 | 0.00 | 0.00 | 70.00 | 0.00 | 15.00 |
| 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 | 0.00 |
Data as of 09/27/2022, Common starting date is 07/22/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWGI (Star Wealth Group Inc) |
-36.59%
Aug 2016 – Aug 2019 |
-24.21%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWGI (Star Wealth Group Inc) |
14.98%
May 2018 – May 2021 |
-21.71%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart