Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TW (Tradeweb Markets Inc.) | -6.22% | -26.90% | 13.73% | 4.54% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TW (Tradeweb Markets Inc.) | 04/04/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.09 | -26.90 | 13.73 | 4.54 | NA | NA | NA | … | … | -6.22 | -17.55 | 44.56 | 40.61 | -34.86 | 60.96 | 35.49 | 30.14 |
| Sharpe Ratio | NA | -1.16 | 0.41 | 0.06 | NA | NA | NA | … | … | -0.58 | -0.72 | 1.91 | 1.41 | -1.18 | 2.77 | 0.81 | 1.24 |
| Standard Deviation(%) | NA | 28.06 | 25.64 | 26.57 | NA | NA | NA | … | … | 31.21 | 28.45 | 21.47 | 26.46 | 30.87 | 21.99 | 43.35 | 33.29 |
| Draw Down(%) | NA | 31.91 | 33.05 | 48.64 | NA | NA | NA | … | … | 21.27 | 30.37 | 10.37 | 17.21 | 47.69 | 9.15 | 30.13 | 26.88 |
| Yield(%) | 0.14 | 0.38 | 0.65 | 0.49 | 0.76 | 0.51 | 0.38 | … | … | 0.26 | 0.37 | 0.45 | 0.55 | 0.33 | 0.51 | 0.68 | 0.67 |
Data as of 06/04/2026, Common starting date is 04/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TW (Tradeweb Markets Inc.) |
0.96%
May 2020 – May 2023 |
4.06%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TW (Tradeweb Markets Inc.) |
29.50%
Jun 2022 – Jun 2025 |
29.25%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart