Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWIM (Latham Group, Inc.) | -14.33% | -10.08% | 13.40% | -28.43% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWIM (Latham Group, Inc.) | 04/26/2021 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | -10.08 | 13.40 | -28.43 | NA | NA | NA | … | … | -14.33 | -8.91 | 166.16 | -18.32 | -87.14 | -21.85 |
| Sharpe Ratio | NA | -0.19 | 0.11 | -0.42 | NA | NA | NA | … | … | -0.75 | -0.19 | 1.96 | -0.26 | -1.01 | -0.93 |
| Standard Deviation(%) | NA | 47.69 | 72.44 | 76.59 | NA | NA | NA | … | … | 51.47 | 64.35 | 82.38 | 86.01 | 87.75 | 56.92 |
| Draw Down(%) | NA | 42.30 | 53.73 | 93.40 | NA | NA | NA | … | … | 33.89 | 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 06/04/2026, Common starting date 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 |
-29.84%
May 2021 – May 2026 |
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.) |
36.06%
Apr 2023 – Apr 2026 |
-29.84%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart