Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSWEX (TS&W EQUITY PORTFOLIO INSTITUTIONAL CLASS SHARES) | 6.76% | 18.60% | 15.45% | 4.53% | 8.42% | 8.46% | 6.55% | … | … |
Data as of 06/04/2026, Common starting date is 10/01/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSWEX (TS&W EQUITY PORTFOLIO INSTITUTIONAL CLASS SHARES) | 10/01/1992 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 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 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 18.60 | 15.45 | 4.53 | 8.42 | 8.46 | 6.55 | … | … | 6.76 | 18.75 | 11.13 | 6.46 | -9.12 | 10.63 | 2.68 | 21.27 | -1.91 | 14.52 | 9.02 | -1.20 | 8.53 | 30.71 | 13.04 | -5.09 | 10.28 | 21.00 | -34.69 | 6.36 | 13.93 | 9.91 | 13.43 | 26.74 | -25.64 | -0.86 | 2.52 | 11.09 | 7.35 | 26.24 | 21.32 | 23.11 | -1.62 | 11.52 | 3.19 |
| Sharpe Ratio | NA | 1.47 | 1.09 | 0.15 | 0.42 | NA | NA | … | … | 1.35 | 1.12 | 0.79 | 0.27 | -0.52 | 0.63 | 0.07 | 1.79 | -0.24 | 2.04 | 0.70 | -0.08 | 0.76 | 2.81 | 0.94 | -0.20 | 0.54 | 0.79 | -0.95 | 0.21 | 0.89 | 0.70 | 1.24 | 1.71 | -1.02 | -0.18 | -0.09 | 0.51 | 0.25 | 1.69 | 1.91 | 2.52 | -0.55 | 1.31 | 1.48 |
| Standard Deviation(%) | NA | 10.20 | 11.35 | 14.65 | 16.38 | NA | NA | … | … | 10.28 | 14.26 | 9.44 | 10.31 | 20.54 | 16.71 | 33.19 | 11.05 | 13.88 | 6.84 | 12.65 | 14.76 | 11.13 | 10.92 | 13.90 | 25.52 | 18.78 | 26.31 | 37.31 | 15.68 | 11.91 | 10.90 | 10.01 | 15.23 | 26.35 | 19.06 | 18.36 | 15.00 | 15.83 | 13.32 | 9.15 | 7.59 | 8.50 | 7.11 | 7.55 |
| Draw Down(%) | NA | 5.84 | 10.63 | 22.95 | 33.90 | NA | NA | … | … | 5.84 | 10.63 | 6.75 | 7.70 | 16.98 | 13.22 | 33.90 | 6.53 | 16.43 | 3.61 | 9.00 | 12.55 | 9.47 | 5.56 | 12.23 | 23.48 | 18.45 | 26.52 | 45.07 | 9.67 | 10.83 | 7.17 | 4.74 | 12.70 | 38.65 | 22.13 | 11.11 | 12.88 | 17.68 | 8.11 | 6.23 | 4.35 | 8.66 | 3.43 | 3.80 |
| Yield(%) | 0.00 | 16.01 | 11.65 | 5.87 | 7.41 | 7.90 | 6.08 | … | … | 0.00 | 17.40 | 8.98 | 7.99 | 1.12 | 0.34 | 0.65 | 5.09 | 13.47 | 8.91 | 10.97 | 6.40 | 14.71 | 2.61 | 1.10 | 0.84 | 0.66 | 0.95 | 0.95 | 9.12 | 14.95 | 5.11 | 0.77 | 0.94 | 0.63 | 2.64 | 13.90 | 12.09 | 9.67 | 22.19 | 11.38 | 2.25 | 1.64 | 1.50 | 0.51 |
Data as of 06/04/2026, Common starting date is 10/01/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSWEX (TS&W EQUITY PORTFOLIO INSTITUTIONAL CLASS SHARES) |
-14.50%
Feb 2006 – Feb 2009 |
-4.67%
Mar 1998 – Mar 2003 |
-1.38%
Feb 1999 – Feb 2009 |
2.94%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSWEX (TS&W EQUITY PORTFOLIO INSTITUTIONAL CLASS SHARES) |
23.98%
Mar 1995 – Mar 1998 |
18.65%
Jun 1994 – Jun 1999 |
12.54%
Feb 2009 – Feb 2019 |
9.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart