Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWP (SWP Growth & Income ETF) | NA | -21.28% | -9.24% | NA | NA | NA | NA | … | … |
Data as of 05/15/2020, Common starting date is 05/12/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWP (SWP Growth & Income ETF) | 05/12/2017 | 05/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.77 | -21.28 | -9.24 | NA | NA | NA | NA | … | … | -29.44 | 20.07 | -25.96 | 19.58 | 144.72 | -4.88 | -26.37 | -70.00 | -33.33 | -5.72 | 250.00 | -37.50 | -44.83 | -27.50 | -35.48 | 29.17 |
| Sharpe Ratio | NA | -0.82 | -0.85 | 0.31 | 0.01 | NA | NA | … | … | -0.90 | -0.13 | -2.02 | 0.57 | 0.05 | -6.41 | -0.29 | -0.70 | -1.05 | -0.43 | 5.36 | -0.71 | -1.04 | -0.74 | -1.34 | 6.77 |
| Standard Deviation(%) | NA | 53.79 | 36.23 | 104.46 | 98.46 | NA | NA | … | … | 83.68 | 24.60 | 23.57 | 16.69 | 960.86 | 6.43 | 68.39 | 104.71 | 35.57 | 20.34 | 45.97 | 55.73 | 46.55 | 44.24 | 30.66 | 42.70 |
| Draw Down(%) | NA | 52.82 | 58.33 | 53.21 | 53.21 | NA | NA | … | … | 52.82 | 11.83 | 31.70 | 6.10 | 0.00 | 4.88 | 29.96 | 72.73 | 40.54 | 21.43 | 11.76 | 62.50 | 61.90 | 40.00 | 51.22 | 11.54 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/15/2020, Common starting date is 05/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWP (SWP Growth & Income ETF) |
0.00%
NA |
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 |
|---|---|---|---|---|
| SWP (SWP Growth & Income ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart