Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWIM (Latham Group, Inc.) | -5.32% | 127.24% | 0.82% | NA | NA | NA | NA | -30.10% |
Data as of 07/11/2025, AR inception is 04/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWIM (Latham Group, Inc.) | 04/26/2021 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.45 | 127.24 | 0.82 | NA | NA | NA | NA | -30.10 | -5.32 | 166.16 | -18.32 | -87.14 | -21.85 |
| Sharpe Ratio | NA | 1.53 | -0.03 | NA | NA | NA | NA | -0.39 | -0.16 | 1.96 | -0.26 | -1.01 | -0.93 |
| Standard Deviation(%) | NA | 81.01 | 84.90 | NA | NA | NA | NA | 81.17 | 79.14 | 82.38 | 86.01 | 87.75 | 56.92 |
| Draw Down(%) | NA | 43.47 | 72.98 | NA | NA | NA | NA | 93.55 | 37.32 | 38.00 | 53.73 | 88.69 | 39.42 |
| 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 |
Data as of 07/11/2025, AR inception is 04/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWIM (Latham Group, Inc.) |
-54.40%
Jun 2021 - Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWIM (Latham Group, Inc.) |
-2.72%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart