Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWRL (U-Swirl Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 08/18/2021, Common starting date is 04/21/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWRL (U-Swirl Inc) | 04/21/2008 | 08/18/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | -100.00 | 712.50 | -27.27 | -71.05 | -41.54 | -23.53 | -88.93 | -48.12 | 270.00 | -33.33 | -25.00 | -71.43 | 154.55 | -86.25 |
| Sharpe Ratio | NA | 0.00 | 0.05 | -0.11 | -0.12 | NA | NA | … | … | -0.38 | 1.76 | -0.17 | -0.21 | -0.28 | -0.09 | -0.46 | -0.41 | 2.13 | -0.15 | -0.19 | -0.45 | 1.41 | -0.89 |
| Standard Deviation(%) | NA | 246.94 | 315.72 | 269.09 | 233.83 | NA | NA | … | … | 223.77 | 401.60 | 166.59 | 337.08 | 152.86 | 253.40 | 193.10 | 117.30 | 126.54 | 227.09 | 129.50 | 158.13 | 109.19 | 106.24 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 79.00 | 69.17 | 84.75 | 64.20 | 76.67 | 90.12 | 74.76 | 43.25 | 66.67 | 47.62 | 83.33 | 36.36 | 86.25 |
| 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 |
Data as of 08/18/2021, Common starting date is 04/21/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWRL (U-Swirl Inc) |
-75.86%
Jun 2015 – Jun 2018 |
-65.00%
Feb 2015 – Feb 2020 |
-47.98%
Jun 2008 – Jun 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWRL (U-Swirl Inc) |
83.61%
Mar 2018 – Mar 2021 |
19.42%
Feb 2009 – Feb 2014 |
-16.62%
Mar 2011 – Mar 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart