Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSIWX | 2.10% | 4.63% | NA | NA | NA | NA | NA | 5.31% |
Data as of 07/18/2025, AR inception is 06/14/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSIWX | 06/14/2024 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 4.63 | NA | NA | NA | NA | NA | 5.31 | 2.10 | 2.75 |
| Sharpe Ratio | NA | 0.78 | NA | NA | NA | NA | NA | 0.88 | 0.59 | -1.95 |
| Standard Deviation(%) | NA | 2.09 | NA | NA | NA | NA | NA | 2.08 | 2.06 | 2.05 |
| Draw Down(%) | NA | 1.11 | NA | NA | NA | NA | NA | 1.11 | 0.81 | 1.11 |
| Yield(%) | 0.00 | 3.72 | 1.36 | 0.82 | 0.41 | 0.27 | 0.20 | 4.08 | 1.48 | 2.60 |
Data as of 07/18/2025, AR inception is 06/14/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSIWX (TSIWX) |
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 |
|---|---|---|---|---|
| TSIWX (TSIWX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart