Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KWY | NA | -22.51% | 3.80% | 15.42% | 7.18% | 6.38% | -9.56% | … | … |
Data as of 06/05/2026, Common starting date is 07/11/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KWY | 07/11/2001 | 06/05/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -22.51 | 3.80 | 15.42 | 7.18 | 6.38 | -9.56 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 06/05/2026, Common starting date is 07/11/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KWY (KWY) |
-60.71%
Nov 2006 – Nov 2009 |
-52.21%
Dec 2006 – Dec 2011 |
-27.25%
Dec 2001 – Dec 2011 |
-21.35%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KWY (KWY) |
74.49%
Feb 2020 – Feb 2023 |
43.31%
Jun 2020 – Jun 2025 |
13.52%
Aug 2012 – Aug 2022 |
7.11%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart