Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWI (SolarWinds Corp) | NA | 74.60% | 16.20% | 4.59% | -3.22% | -2.16% | NA | … | … |
Data as of 04/15/2025, Common starting date is 05/21/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWI (SolarWinds Corp) | 05/21/2009 | 04/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.65 | 74.60 | 16.20 | 4.59 | -3.22 | -2.16 | NA | … | … | 29.75 | 23.83 | 33.44 | -34.04 | -2.82 | -57.51 | 34.13 | 0.29 |
| Sharpe Ratio | NA | 2.09 | 0.32 | 0.05 | -0.07 | NA | NA | … | … | 3.76 | 0.57 | 0.79 | -0.74 | -0.07 | -0.66 | 1.10 | 0.00 |
| Standard Deviation(%) | NA | 32.72 | 38.46 | 41.08 | 49.16 | NA | NA | … | … | 38.84 | 30.13 | 37.25 | 48.07 | 38.09 | 86.79 | 29.86 | 60.92 |
| Draw Down(%) | NA | 13.68 | 42.26 | 67.30 | 80.11 | NA | NA | … | … | 5.05 | 13.68 | 25.67 | 47.83 | 34.60 | 65.28 | 18.01 | 33.82 |
| Yield(%) | 0.00 | 0.00 | 2.61 | 5.78 | 1.66 | 1.11 | 0.91 | … | … | 0.00 | 8.25 | 0.00 | 0.00 | 19.58 | 0.00 | 0.00 | 0.00 |
Data as of 04/15/2025, Common starting date is 05/21/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWI (SolarWinds Corp) |
-39.02%
Sep 2019 – Sep 2022 |
-19.88%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWI (SolarWinds Corp) |
14.55%
Mar 2022 – Mar 2025 |
5.50%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart