Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSWMX (TSW Emerging Markets Fund - Institutional Class) | 19.29% | 13.70% | 13.71% | NA | NA | NA | NA | 5.07% |
Data as of 07/18/2025, AR inception is 12/21/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSWMX (TSW Emerging Markets Fund - Institutional Class) | 12/21/2021 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.81 | 13.70 | 13.71 | NA | NA | NA | NA | 5.07 | 19.29 | 2.27 | 11.92 | -16.78 | 2.10 |
| Sharpe Ratio | NA | 0.67 | 0.67 | NA | NA | NA | NA | 0.08 | 2.04 | -0.33 | 0.52 | -0.83 | 14.48 |
| Standard Deviation(%) | NA | 15.65 | 15.45 | NA | NA | NA | NA | 17.01 | 17.41 | 13.08 | 14.78 | 21.84 | 7.69 |
| Draw Down(%) | NA | 13.43 | 15.35 | NA | NA | NA | NA | 31.71 | 13.43 | 9.19 | 11.48 | 31.71 | 0.49 |
| Yield(%) | 0.00 | 3.03 | 3.04 | 1.44 | 0.72 | 0.48 | 0.36 | 2.40 | 0.00 | 3.26 | 3.40 | 1.34 | 0.00 |
Data as of 07/18/2025, AR inception is 12/21/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSWMX (TSW Emerging Markets Fund - Institutional Class) |
-0.62%
Jan 2022 - Jan 2025 |
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 |
|---|---|---|---|---|
| TSWMX (TSW Emerging Markets Fund - Institutional Class) |
11.72%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart