Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSWEX (TS&W EQUITY PORTFOLIO INSTITUTIONAL CLASS SHARES) | 10.43% | 5.59% | 2.10% | 5.08% | 5.45% | 7.84% | 5.53% | 6.91% |
Data as of 07/21/2025, AR inception is 10/01/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSWEX (TS&W EQUITY PORTFOLIO INSTITUTIONAL CLASS SHARES) | 10/01/1992 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.91 | 5.59 | 2.10 | 5.08 | 5.45 | 7.84 | 5.53 | 6.91 | 10.43 | 4.18 | -0.44 | -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 | 0.16 | -0.03 | 0.19 | 0.23 | NA | NA | 0.29 | 1.06 | -0.21 | -0.41 | -0.51 | 0.63 | 0.07 | 1.80 | -0.23 | 2.04 | 0.70 | -0.08 | 0.76 | 2.81 | 0.94 | -0.20 | 0.54 | 0.79 | -0.95 | 0.22 | 0.90 | 0.71 | 1.25 | 1.71 | -1.02 | -0.17 | -0.09 | 0.52 | 0.25 | 1.70 | 1.93 | 2.54 | -0.54 | 1.32 | 1.49 |
| Standard Deviation(%) | NA | 15.81 | 15.06 | 15.93 | 17.00 | NA | NA | 17.16 | 16.79 | 11.70 | 11.66 | 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 | 14.49 | 17.63 | 22.95 | 33.90 | NA | NA | 53.14 | 10.63 | 12.58 | 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 | 1.21 | 1.34 | 1.22 | 4.63 | 6.60 | 5.00 | 7.64 | 0.37 | 2.02 | 1.36 | 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 07/21/2025, AR inception 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 |
9.39%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart