Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWZNF (Schweizerische Nationalbank) | NA | -1.79% | -7.82% | -5.08% | 14.00% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 01/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWZNF (Schweizerische Nationalbank) | 01/28/2014 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.79 | -7.82 | -5.08 | 14.00 | NA | NA | … | … | 16.26 | -30.17 | -1.03 | -8.38 | 8.11 | -5.18 | 33.64 | 4.35 | 125.15 | 56.41 | 1.33 | 0.00 |
| Sharpe Ratio | NA | -0.24 | -0.36 | -0.22 | 0.32 | NA | NA | … | … | 1.05 | -1.09 | -0.25 | -0.17 | 0.43 | -0.13 | 0.84 | 0.06 | 2.51 | 1.44 | 0.98 | 0.00 |
| Standard Deviation(%) | NA | 20.52 | 30.80 | 32.64 | 38.94 | NA | NA | … | … | 18.86 | 30.93 | 18.66 | 57.10 | 18.75 | 42.11 | 38.20 | 52.11 | 49.81 | 38.96 | 1.32 | NA |
| Draw Down(%) | NA | 15.53 | 35.35 | 58.29 | 61.35 | NA | NA | … | … | 8.58 | 30.17 | 13.73 | 50.68 | 15.77 | 36.59 | 16.03 | 55.44 | 23.01 | 27.31 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.45 | 0.12 | 0.14 | 0.98 | 0.74 | 0.56 | … | … | 0.53 | 0.00 | 0.00 | 0.33 | 0.00 | 0.28 | 0.36 | 0.38 | 0.87 | 1.31 | 1.31 | 0.00 |
Data as of 09/26/2025, Common starting date is 01/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWZNF (Schweizerische Nationalbank) |
-22.71%
Feb 2022 – Feb 2025 |
-9.28%
Mar 2018 – Mar 2023 |
12.44%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWZNF (Schweizerische Nationalbank) |
90.24%
Mar 2015 – Mar 2018 |
40.37%
Jan 2015 – Jan 2020 |
14.93%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart