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
FWIWGX NA 12.73% 10.52% NA NA NA NA
Data as of 01/06/2022, Common starting date is 04/09/2018
More Performance Analytics Comparison
Name Start Date End Date
FWIWGX 04/09/2018 01/06/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018
Annualized Return (%) -0.85 12.73 10.52 NA NA NA NA -0.85 15.91 4.71 14.85 -9.86
Sharpe Ratio NA 0.90 0.44 NA NA NA NA -2.53 1.11 0.12 1.20 -1.12
Standard Deviation(%) NA 14.10 23.38 NA NA NA NA 16.45 14.26 36.48 11.18 13.00
Draw Down(%) NA 6.07 39.30 NA NA NA NA 1.68 6.07 39.30 7.17 18.03
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 01/06/2022, Common starting date is 04/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FWIWGX (FWIWGX) 4.64%
Sep 2018 – Sep 2021
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
FWIWGX (FWIWGX) 11.71%
Dec 2018 – Dec 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return