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
GWSBX -0.16% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 06/18/2025
More Performance Analytics Comparison
Name Start Date End Date
GWSBX 06/18/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.60 NA NA NA NA NA NA -0.16 5.30
Sharpe Ratio NA NA NA NA NA NA NA -0.34 2.08
Standard Deviation(%) NA NA NA NA NA NA NA 4.16 3.54
Draw Down(%) NA NA NA NA NA NA NA 2.84 0.99
Yield(%) 0.00 4.99 1.66 1.00 0.50 0.33 0.25 1.72 3.23
Data as of 06/05/2026, Common starting date is 06/18/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GWSBX (GWSBX) 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
GWSBX (GWSBX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return