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
FWSJFX NA 8.86% NA NA NA NA NA
Data as of 10/27/2021, Common starting date is 04/05/2019
More Performance Analytics Comparison
Name Start Date End Date
FWSJFX 04/05/2019 10/27/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) -1.28 8.86 NA NA NA NA NA 1.51 -0.91 2.52
Sharpe Ratio NA 1.54 NA NA NA NA NA 0.32 -0.04 0.39
Standard Deviation(%) NA 5.75 NA NA NA NA NA 5.73 25.63 5.38
Draw Down(%) NA 6.03 NA NA NA NA NA 6.03 27.66 4.80
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/27/2021, Common starting date is 04/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FWSJFX (FWSJFX) 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
FWSJFX (FWSJFX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return