Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWWI (Simon Worldwide Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 06/21/2021, Common starting date is 07/07/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWWI (Simon Worldwide Inc) | 07/07/1993 | 06/21/2021 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | 39.53 | 43.33 | -25.00 | 17.65 | -51.43 | -73.08 | -74.00 | -50.00 | -16.67 | -51.12 | -27.79 | -8.11 | -7.50 | 37.93 | 31.82 | 69.23 | 116.67 | 0.00 | -62.50 | -94.67 | -74.74 | 58.33 | -22.58 | -25.48 | 33.33 | -76.44 | 79.89 | 102.20 |
| Sharpe Ratio | NA | 1.97 | 0.16 | 0.17 | -0.11 | NA | NA | … | … | 2.65 | 0.18 | 0.09 | -0.20 | -0.01 | -0.30 | -0.54 | -0.76 | -0.51 | -0.45 | -0.41 | -0.12 | -0.06 | -0.09 | 0.16 | 0.05 | 0.29 | 0.36 | -0.07 | -0.38 | -0.57 | -1.36 | 1.26 | 0.15 | -1.29 | 0.57 | -1.62 | 1.38 | 5.56 |
| Standard Deviation(%) | NA | 373.12 | 259.75 | 281.16 | 219.73 | NA | NA | … | … | 489.94 | 212.89 | 218.64 | 237.43 | 249.19 | 287.18 | 170.05 | 121.24 | 135.01 | 79.62 | 170.02 | 399.10 | 444.87 | 308.60 | 102.30 | 197.60 | 168.10 | 269.44 | 273.22 | 214.64 | 202.67 | 105.08 | 65.92 | 72.25 | 55.59 | 61.66 | 85.70 | 59.17 | 57.20 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 75.00 | 62.07 | 89.29 | 91.14 | 94.69 | 88.33 | 78.33 | 73.33 | 35.71 | 52.00 | 55.56 | 59.46 | 70.59 | 36.73 | 58.33 | 45.00 | 75.61 | 85.00 | 76.47 | 97.50 | 84.33 | 43.71 | 65.17 | 25.96 | 41.79 | 81.87 | 36.03 | 13.82 |
| 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 | 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 06/21/2021, Common starting date is 07/07/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWWI (Simon Worldwide Inc) |
-86.86%
Apr 2000 – Apr 2003 |
-73.73%
Apr 1998 – Apr 2003 |
-46.24%
Jan 1994 – Jan 2004 |
-39.02%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWWI (Simon Worldwide Inc) |
171.44%
Apr 2003 – Apr 2006 |
86.40%
May 2003 – May 2008 |
18.59%
Apr 2003 – Apr 2013 |
-11.14%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison Chart