Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWGNF (The Swatch Group AG) | 5.50% | 34.40% | -5.70% | -5.24% | -0.48% | -2.55% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWGNF (The Swatch Group AG) | 02/23/2010 | 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 (%) | 0.00 | 34.40 | -5.70 | -5.24 | -0.48 | -2.55 | NA | … | … | 5.50 | 27.44 | -26.57 | -0.18 | -11.46 | 13.30 | 3.91 | -4.66 | -25.96 | 24.27 | -8.57 | -21.11 | -20.60 | 33.13 | 31.71 | -16.81 | 53.18 |
| Sharpe Ratio | NA | 0.81 | -0.25 | -0.25 | -0.07 | NA | NA | … | … | 0.25 | 0.79 | -1.11 | -0.14 | -0.43 | 0.53 | 0.09 | -0.23 | -1.10 | 1.04 | -0.28 | -0.69 | -1.01 | 1.19 | 1.08 | -0.62 | 0.24 |
| Standard Deviation(%) | NA | 39.16 | 30.71 | 30.47 | 30.16 | NA | NA | … | … | 46.83 | 31.34 | 27.09 | 27.18 | 29.88 | 25.00 | 42.88 | 26.23 | 24.96 | 22.87 | 31.75 | 30.71 | 20.43 | 27.73 | 29.56 | 27.05 | 266.46 |
| Draw Down(%) | NA | 21.69 | 41.77 | 47.34 | 64.62 | NA | NA | … | … | 21.69 | 13.41 | 28.16 | 25.29 | 30.37 | 22.32 | 40.79 | 22.91 | 39.67 | 10.44 | 30.54 | 26.26 | 28.79 | 11.35 | 19.39 | 30.60 | 81.08 |
| Yield(%) | 0.00 | 0.00 | 1.45 | 1.51 | 1.46 | 1.27 | 1.65 | … | … | 0.00 | 3.01 | 2.90 | 2.61 | 2.05 | 1.45 | 2.17 | 0.00 | 0.00 | 2.29 | 2.27 | 1.81 | 1.50 | 1.65 | 1.79 | 1.24 | 1.50 |
Data as of 06/03/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWGNF (The Swatch Group AG) |
-20.64%
May 2017 – May 2020 |
-14.92%
Apr 2015 – Apr 2020 |
-8.08%
Apr 2014 – Apr 2024 |
-2.47%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWGNF (The Swatch Group AG) |
33.85%
May 2010 – May 2013 |
13.42%
May 2010 – May 2015 |
0.65%
Nov 2011 – Nov 2021 |
0.10%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart