Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWEL (Boswell J G Co) | 20.88% | -0.31% | -3.33% | -4.71% | 0.61% | 0.10% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWEL (Boswell J G Co) | 01/30/2008 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.11 | -0.31 | -3.33 | -4.71 | 0.61 | 0.10 | NA | … | … | 20.88 | -13.61 | -7.17 | -26.93 | -12.59 | 74.12 | 0.24 | 11.66 | -21.15 | 14.30 | 1.44 | -32.48 | 10.49 | 8.69 | 21.20 | -5.38 | 40.51 | 28.56 | -54.85 |
| Sharpe Ratio | NA | -0.04 | -0.28 | -0.32 | -0.03 | NA | NA | … | … | 1.73 | -0.80 | -0.55 | -1.04 | -0.70 | 4.65 | 0.00 | 0.45 | -1.09 | 0.76 | 0.07 | -1.36 | 0.43 | 0.72 | 1.01 | -0.21 | 1.30 | 0.81 | -2.14 |
| Standard Deviation(%) | NA | 24.15 | 21.58 | 22.69 | 23.45 | NA | NA | … | … | 29.17 | 20.79 | 19.45 | 29.49 | 19.96 | 15.93 | 37.14 | 22.63 | 20.72 | 18.14 | 18.49 | 23.95 | 24.58 | 12.08 | 21.02 | 25.27 | 31.13 | 35.08 | 27.31 |
| Draw Down(%) | NA | 23.83 | 34.34 | 56.63 | 56.63 | NA | NA | … | … | 12.92 | 23.83 | 13.95 | 31.99 | 23.34 | 9.71 | 32.36 | 16.41 | 27.59 | 7.15 | 11.84 | 34.58 | 23.22 | 4.83 | 11.28 | 21.61 | 25.11 | 20.10 | 59.51 |
| Yield(%) | 0.00 | 3.10 | 2.76 | 2.33 | 2.42 | 2.06 | 1.35 | … | … | 2.15 | 2.74 | 3.24 | 2.33 | 1.87 | 2.88 | 1.96 | 2.65 | 2.01 | 1.90 | 1.46 | 1.18 | 2.00 | 0.98 | 3.40 | 2.05 | 1.26 | 1.55 | 0.37 |
Data as of 06/10/2026, Common starting date is 01/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWEL (Boswell J G Co) |
-19.00%
Mar 2022 – Mar 2025 |
-10.37%
Jul 2014 – Jul 2019 |
-4.96%
Jul 2014 – Jul 2024 |
-1.09%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWEL (Boswell J G Co) |
24.91%
Dec 2018 – Dec 2021 |
19.99%
Jul 2009 – Jul 2014 |
6.30%
Mar 2009 – Mar 2019 |
4.41%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart