Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWGNF (The Swatch Group AG) | 11.35% | -6.92% | -2.23% | 1.36% | -5.47% | -0.31% | NA | -0.31% |
Data as of 07/25/2025, AR inception is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWGNF (The Swatch Group AG) | 02/23/2010 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.92 | -2.23 | 1.36 | -5.47 | -0.31 | NA | -0.31 | 11.35 | -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 | -0.31 | -0.20 | -0.03 | -0.23 | NA | NA | -0.02 | 0.58 | -1.23 | -0.16 | -0.43 | 0.53 | 0.09 | -0.23 | -1.09 | 1.04 | -0.28 | -0.69 | -1.01 | 1.19 | 1.08 | -0.62 | 0.24 |
| Standard Deviation(%) | NA | 32.62 | 28.17 | 27.77 | 29.64 | NA | NA | 68.79 | 31.31 | 27.20 | 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 | 24.43 | 47.34 | 47.34 | 64.62 | NA | NA | 91.35 | 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 | 2.36 | 2.83 | 2.85 | 1.20 | 2.12 | 1.64 | 2.19 | 2.74 | 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 07/25/2025, AR inception 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 |
-1.47%
Mar 2010 - Mar 2025 |
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 |
0.08%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart