Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRAWY | NA | 10.90% | 4.88% | 4.61% | NA | NA | NA | … | … |
Data as of 04/08/2026, Common starting date is 10/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRAWY | 10/05/2017 | 04/08/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.90 | 4.88 | 4.61 | NA | 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(%) | 0.81 | 1.53 | 2.53 | 1.35 | 0.90 | 0.67 | … | … |
Data as of 04/08/2026, Common starting date is 10/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRAWY (SRAWY) |
-1.16%
Nov 2017 – Nov 2020 |
0.95%
Nov 2017 – Nov 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRAWY (SRAWY) |
5.72%
May 2020 – May 2023 |
5.41%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart