Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONEW (OneWater Marine Inc.) | -5.91% | -30.75% | -30.12% | -26.19% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/10/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONEW (OneWater Marine Inc.) | 02/10/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.54 | -30.75 | -30.12 | -26.19 | NA | NA | NA | … | … | -5.91 | -39.30 | -47.50 | 18.15 | -53.09 | 118.86 | 99.11 |
| Sharpe Ratio | NA | -0.59 | -0.55 | -0.51 | NA | NA | NA | … | … | -0.25 | -0.70 | -0.90 | 0.27 | -1.06 | 2.45 | 1.06 |
| Standard Deviation(%) | NA | 57.09 | 60.67 | 55.46 | NA | NA | NA | … | … | 63.03 | 60.75 | 60.62 | 51.60 | 51.74 | 48.48 | 108.47 |
| Draw Down(%) | NA | 52.18 | 78.18 | 86.30 | NA | NA | NA | … | … | 42.33 | 50.82 | 47.50 | 42.59 | 54.73 | 29.84 | 77.72 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.74 | 1.23 | 0.82 | 0.62 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.07 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/10/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONEW (OneWater Marine Inc.) |
-34.19%
Dec 2021 – Dec 2024 |
-28.16%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONEW (OneWater Marine Inc.) |
56.29%
Mar 2020 – Mar 2023 |
17.17%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart