Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSMWF (Taiwan Semiconductor Manufacturing Company Limited) | 38.83% | 84.93% | NA | NA | NA | NA | NA | 90.67% |
Data as of 07/21/2025, AR inception is 08/23/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSMWF (Taiwan Semiconductor Manufacturing Company Limited) | 08/23/2023 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 84.93 | NA | NA | NA | NA | NA | 90.67 | 38.83 | 35.83 | 1.11 |
| Sharpe Ratio | NA | 2.03 | NA | NA | NA | NA | NA | 1.27 | 1.95 | 1.22 | -0.50 |
| Standard Deviation(%) | NA | 40.25 | NA | NA | NA | NA | NA | 29.22 | 41.35 | 26.44 | 1.31 |
| Draw Down(%) | NA | 0.00 | NA | NA | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 54.12 | 19.06 | 11.43 | 5.72 | 3.81 | 2.86 | 57.17 | 28.65 | 27.41 | 1.10 |
Data as of 07/21/2025, AR inception is 08/23/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSMWF (Taiwan Semiconductor Manufacturing Company Limited) |
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 |
|---|---|---|---|---|
| TSMWF (Taiwan Semiconductor Manufacturing Company Limited) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart