Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWSFX (Ultra-Short Fixed Income Fund Siebert Williams Shank Shares) | 1.46% | 4.51% | 5.43% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/07/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWSFX (Ultra-Short Fixed Income Fund Siebert Williams Shank Shares) | 12/07/2021 | 06/05/2026 |
| 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 (%) | -0.10 | 4.51 | 5.43 | NA | NA | NA | NA | … | … | 1.46 | 5.19 | 5.92 | 6.31 | -1.90 | -0.19 |
| Sharpe Ratio | NA | 1.30 | 1.47 | NA | NA | NA | NA | … | … | 0.65 | 1.53 | 1.51 | 1.81 | -1.35 | -3.10 |
| Standard Deviation(%) | NA | 1.43 | 1.47 | NA | NA | NA | NA | … | … | 1.41 | 1.51 | 1.52 | 1.48 | 2.47 | 0.93 |
| Draw Down(%) | NA | 0.39 | 0.58 | NA | NA | NA | NA | … | … | 0.39 | 0.58 | 0.29 | 0.69 | 3.17 | 0.29 |
| Yield(%) | 0.00 | 4.51 | 4.65 | 3.16 | 1.58 | 1.05 | 0.79 | … | … | 1.83 | 4.67 | 4.80 | 3.99 | 0.63 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/07/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWSFX (Ultra-Short Fixed Income Fund Siebert Williams Shank Shares) |
3.63%
Jan 2022 – Jan 2025 |
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 |
|---|---|---|---|---|
| SWSFX (Ultra-Short Fixed Income Fund Siebert Williams Shank Shares) |
5.92%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart