Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWWI (Rand Worldwide Inc) | 3.39% | 3.35% | -8.53% | 5.67% | 28.11% | 25.88% | 12.98% | … | … |
Data as of 06/05/2026, Common starting date is 10/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWWI (Rand Worldwide Inc) | 10/08/2003 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.69 | 3.35 | -8.53 | 5.67 | 28.11 | 25.88 | 12.98 | … | … | 3.39 | -29.28 | 23.78 | -5.84 | 26.26 | 40.43 | 55.74 | 194.57 | 13.10 | 28.32 | 5.61 | 20.22 | 78.00 | 35.14 | 0.00 | 23.33 | 3.45 | 13.73 | -45.74 | -37.33 | 15.38 | 225.00 | 90.48 | -58.00 |
| Sharpe Ratio | NA | 0.02 | -0.34 | 0.09 | 0.70 | NA | NA | … | … | 0.12 | -1.01 | 0.71 | -0.28 | 1.01 | 1.02 | 1.08 | 4.84 | 0.59 | 0.58 | 0.13 | 0.69 | 1.24 | 0.85 | 0.00 | 0.24 | 0.03 | 0.08 | -0.42 | -0.47 | 0.21 | 1.71 | 0.47 | -0.40 |
| Standard Deviation(%) | NA | 38.38 | 34.28 | 31.80 | 37.53 | NA | NA | … | … | 46.51 | 32.00 | 28.51 | 34.48 | 24.71 | 39.78 | 50.91 | 39.89 | 19.93 | 47.66 | 40.34 | 29.45 | 63.00 | 41.17 | 81.06 | 98.34 | 117.50 | 179.53 | 110.64 | 86.79 | 56.28 | 130.51 | 190.84 | 248.02 |
| Draw Down(%) | NA | 18.63 | 38.34 | 38.34 | 38.34 | NA | NA | … | … | 18.63 | 32.86 | 16.75 | 35.71 | 7.88 | 9.32 | 28.34 | 7.14 | 5.97 | 14.92 | 15.89 | 11.30 | 20.80 | 13.83 | 24.72 | 35.29 | 46.60 | 55.00 | 69.52 | 57.14 | 42.63 | 41.10 | 70.30 | 66.67 |
| Yield(%) | 0.00 | 5.12 | 3.49 | 6.70 | 34.03 | 60.19 | 16.41 | … | … | 3.47 | 2.38 | 5.26 | 5.00 | 6.02 | 13.91 | 2.55 | 7.62 | 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWWI (Rand Worldwide Inc) |
-44.89%
Apr 2006 – Apr 2009 |
-22.93%
Apr 2006 – Apr 2011 |
-2.63%
Apr 2006 – Apr 2016 |
13.49%
Apr 2006 – Apr 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWWI (Rand Worldwide Inc) |
92.59%
Dec 2003 – Dec 2006 |
60.10%
Feb 2018 – Feb 2023 |
43.94%
Feb 2013 – Feb 2023 |
31.97%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart