Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GENW | 11.13% | 28.37% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/27/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GENW | 12/27/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.46 | 28.37 | NA | NA | NA | NA | NA | … | … | 11.13 | 38.13 | 0.00 |
| Sharpe Ratio | NA | 1.76 | NA | NA | NA | NA | NA | … | … | 1.35 | 2.24 | 0.00 |
| Standard Deviation(%) | NA | 14.30 | NA | NA | NA | NA | NA | … | … | 17.99 | 15.79 | NA |
| Draw Down(%) | NA | 10.32 | NA | NA | NA | NA | NA | … | … | 10.32 | 14.43 | 0.00 |
| Yield(%) | 0.00 | 3.26 | 1.44 | 0.87 | 0.43 | 0.29 | 0.22 | … | … | 0.33 | 3.87 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/27/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENW (GENW) |
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 |
|---|---|---|---|---|
| GENW (GENW) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart