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
LWAXX NA 40,633.13% 74.29% 191.05% 82.85% NA NA
Data as of 08/09/2021, Common starting date is 08/26/2010
More Performance Analytics Comparison
Name Start Date End Date
LWAXX 08/26/2010 08/09/2021
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 40,633.13 74.29 191.05 82.85 NA NA
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(%) 10,000.00 42.51 1,006.20 1,006.20 670.80 503.10
Data as of 08/09/2021, Common starting date is 08/26/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LWAXX (LWAXX) -78.87%
Apr 2018 – Apr 2021
-12.56%
Apr 2015 – Apr 2020
0.27%
Sep 2010 – Sep 2020
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LWAXX (LWAXX) 333.56%
Apr 2016 – Apr 2019
163.86%
Mar 2015 – Mar 2020
0.37%
Jul 2011 – Jul 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return