Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWIOU (Southwest Iowa Renewable Energy LLC) | NA | 56.71% | 19.40% | 7.39% | NA | NA | NA | … | … |
Data as of 04/20/2023, Common starting date is 09/18/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWIOU (Southwest Iowa Renewable Energy LLC) | 09/18/2014 | 04/20/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 56.71 | 19.40 | 7.39 | NA | NA | NA | … | … | -2.44 | 148.48 | -29.79 | 0.00 | -14.55 | 5.77 | 0.00 | -14.78 | -12.83 | 0.00 |
| Sharpe Ratio | NA | 0.59 | 0.35 | 0.17 | NA | NA | NA | … | … | -1.31 | 1.19 | -0.83 | 0.00 | -1.01 | 0.61 | -0.07 | -1.49 | -1.52 | 0.00 |
| Standard Deviation(%) | NA | 234.60 | 51.87 | 37.59 | NA | NA | NA | … | … | 10.12 | 124.78 | 35.72 | NA | 15.72 | 7.28 | 9.10 | 10.03 | 8.47 | 18.38 |
| Draw Down(%) | NA | 2.44 | 29.79 | 41.07 | NA | NA | NA | … | … | 2.44 | 0.00 | 29.79 | 0.00 | 14.55 | 2.67 | 5.54 | 14.78 | 12.86 | 6.67 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/20/2023, Common starting date is 09/18/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWIOU (Southwest Iowa Renewable Energy LLC) |
-16.16%
Apr 2018 – Apr 2021 |
-10.04%
Mar 2016 – Mar 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWIOU (Southwest Iowa Renewable Energy LLC) |
20.38%
Sep 2019 – Sep 2022 |
8.30%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart