Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWSIX (SELECT FUND I CLASS) | 8.10% | 27.01% | 21.47% | 13.35% | 17.10% | 15.27% | 12.58% | … | … |
Data as of 06/04/2026, Common starting date is 08/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWSIX (SELECT FUND I CLASS) | 08/29/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.70 | 27.01 | 21.47 | 13.35 | 17.10 | 15.27 | 12.58 | … | … | 8.10 | 7.82 | 22.26 | 33.48 | -35.16 | 16.07 | 26.31 | 36.58 | -3.12 | 29.12 | 5.72 | 7.95 | 10.58 | 30.51 | 14.97 | 1.62 | 14.88 | 35.09 | -39.55 | 22.00 | -1.60 | 1.08 | 7.56 | 24.97 | -22.60 | -17.93 | -8.72 | 22.46 | 36.29 | 6.88 |
| Sharpe Ratio | NA | 1.68 | 1.01 | 0.52 | 0.74 | NA | NA | … | … | 1.14 | 0.20 | 0.89 | 1.78 | -1.17 | 0.92 | 0.73 | 2.44 | -0.23 | 3.70 | 0.42 | 0.50 | 0.83 | 2.63 | 1.07 | 0.07 | 0.82 | 1.43 | -1.04 | 1.14 | -0.40 | -0.12 | 0.64 | 1.58 | -0.97 | -1.02 | -0.56 | 0.94 | 1.52 | 0.77 |
| Standard Deviation(%) | NA | 15.90 | 19.11 | 21.45 | 21.03 | NA | NA | … | … | 17.96 | 25.40 | 17.55 | 16.60 | 31.42 | 17.37 | 35.80 | 14.43 | 19.66 | 7.74 | 13.25 | 15.75 | 12.77 | 11.60 | 14.04 | 24.44 | 18.01 | 24.46 | 38.73 | 16.81 | 12.10 | 9.11 | 10.31 | 15.33 | 24.37 | 20.23 | 22.81 | 20.44 | 21.69 | 23.72 |
| Draw Down(%) | NA | 14.59 | 23.83 | 31.10 | 31.10 | NA | NA | … | … | 13.59 | 23.06 | 12.92 | 10.34 | 37.17 | 12.36 | 30.92 | 8.88 | 22.16 | 2.31 | 12.46 | 13.13 | 6.87 | 6.09 | 11.62 | 20.12 | 16.48 | 21.11 | 49.07 | 10.26 | 14.35 | 8.16 | 10.11 | 12.11 | 31.01 | 30.41 | 19.53 | 11.09 | 19.87 | 11.03 |
| Yield(%) | 0.00 | 10.27 | 7.78 | 7.24 | 11.01 | 12.38 | 11.07 | … | … | 0.00 | 10.20 | 4.37 | 6.77 | 6.43 | 9.46 | 7.63 | 6.86 | 8.19 | 7.72 | 4.10 | 6.80 | 10.23 | 1.25 | 0.85 | 0.46 | 0.64 | 0.88 | 0.74 | 8.92 | 2.11 | 0.89 | 0.44 | 0.00 | 0.36 | 0.30 | 5.35 | 10.76 | 23.54 | 17.22 |
Data as of 06/04/2026, Common starting date is 08/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWSIX (SELECT FUND I CLASS) |
-18.65%
Mar 2000 – Mar 2003 |
-7.59%
Feb 2004 – Feb 2009 |
-4.90%
Feb 1999 – Feb 2009 |
2.39%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWSIX (SELECT FUND I CLASS) |
32.10%
Dec 2018 – Dec 2021 |
23.77%
Oct 2016 – Oct 2021 |
18.56%
Sep 2011 – Sep 2021 |
16.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart