Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HWAIF (Healwell AI Inc.) | -3.23% | -39.39% | 38.61% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/21/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HWAIF (Healwell AI Inc.) | 12/21/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.69 | -39.39 | 38.61 | NA | NA | NA | NA | … | … | -3.23 | -59.31 | 178.18 | -0.15 | -33.34 | -15.03 |
| Sharpe Ratio | NA | -0.61 | 0.01 | NA | NA | NA | NA | … | … | 0.02 | -0.97 | 1.89 | -0.01 | NA | NA |
| Standard Deviation(%) | NA | 65.41 | 120.81 | NA | NA | NA | NA | … | … | 65.08 | 64.68 | 91.74 | 343.55 | 0.00 | NA |
| Draw Down(%) | NA | 62.07 | 79.72 | NA | NA | NA | NA | … | … | 35.29 | 59.31 | 63.13 | 59.10 | 33.34 | NA |
| 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 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/21/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWAIF (Healwell AI Inc.) |
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 |
|---|---|---|---|---|
| HWAIF (Healwell AI Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart