Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FWINYX NA 15.30% NA NA NA NA NA
Data as of 10/11/2021, Common starting date is 07/02/2020
More Performance Analytics Comparison
Name Start Date End Date
FWINYX 07/02/2020 10/11/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 1.38 15.30 NA NA NA NA NA 9.73 16.08
Sharpe Ratio NA 0.73 NA NA NA NA NA 0.61 1.76
Standard Deviation(%) NA 20.57 NA NA NA NA NA 21.03 19.69
Draw Down(%) NA 11.34 NA NA NA NA NA 11.34 9.21
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/11/2021, Common starting date is 07/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FWINYX (FWINYX) 0.00%
NA
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
FWINYX (FWINYX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return