Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWAG (Stran & Company, Inc.) | 25.30% | 49.64% | 11.76% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 11/09/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWAG (Stran & Company, Inc.) | 11/09/2021 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.37 | 49.64 | 11.76 | NA | NA | NA | NA | … | … | 25.30 | 86.67 | -35.81 | 17.45 | -77.70 | 42.68 |
| Sharpe Ratio | NA | 0.86 | 0.13 | NA | NA | NA | NA | … | … | 0.99 | 0.99 | -0.77 | 0.24 | -0.92 | 7.30 |
| Standard Deviation(%) | NA | 77.33 | 68.18 | NA | NA | NA | NA | … | … | 57.94 | 86.30 | 55.29 | 55.18 | 86.08 | 163.38 |
| Draw Down(%) | NA | 54.93 | 55.75 | NA | NA | NA | NA | … | … | 30.73 | 50.45 | 48.28 | 50.00 | 79.90 | 48.00 |
| Yield(%) | 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 06/08/2026, Common starting date is 11/09/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWAG (Stran & Company, Inc.) |
-45.79%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWAG (Stran & Company, Inc.) |
14.83%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart