Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HWSM | 10.06% | 25.62% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/31/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HWSM | 03/31/2025 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.15 | 25.62 | NA | NA | NA | NA | NA | … | … | 10.06 | 11.55 |
| Sharpe Ratio | NA | 1.47 | NA | NA | NA | NA | NA | … | … | 1.48 | 0.57 |
| Standard Deviation(%) | NA | 15.65 | NA | NA | NA | NA | NA | … | … | 15.28 | 22.44 |
| Draw Down(%) | NA | 10.22 | NA | NA | NA | NA | NA | … | … | 10.22 | 14.63 |
| Yield(%) | 0.00 | 1.50 | 0.49 | 0.29 | 0.15 | 0.10 | 0.07 | … | … | 0.00 | 1.47 |
Data as of 06/05/2026, Common starting date is 03/31/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWSM (HWSM) |
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 |
|---|---|---|---|---|
| HWSM (HWSM) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart