Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWKH (SWK Holdings Corp) | -7.56% | 50.35% | 15.26% | 4.76% | 10.81% | 7.82% | 2.69% | … | … |
Data as of 04/15/2026, Common starting date is 09/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWKH (SWK Holdings Corp) | 09/23/1999 | 04/15/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 50.35 | 15.26 | 4.76 | 10.81 | 7.82 | 2.69 | … | … | -7.56 | 85.61 | -9.53 | -21.26 | -10.14 | 36.41 | 51.34 | 26.32 | -12.84 | 4.81 | -6.31 | -15.91 | 16.81 | 39.51 | -1.22 | -8.89 | 2.27 | 25.71 | -70.83 | -23.81 | 135.07 | -29.10 | -43.92 | 71.07 | -89.88 | -83.08 | -88.78 | 327.08 |
| Sharpe Ratio | NA | 1.27 | 0.43 | 0.08 | 0.23 | NA | NA | … | … | -1.50 | 2.12 | -0.55 | -0.76 | -0.48 | 1.14 | 0.56 | 0.78 | -0.77 | 0.19 | -0.18 | -0.45 | 0.41 | 1.26 | -0.06 | -0.31 | 0.06 | 0.44 | -0.92 | -0.71 | 2.98 | -0.65 | -0.51 | 0.80 | -0.72 | -0.47 | -0.66 | 131.00 |
| Standard Deviation(%) | NA | 37.36 | 29.36 | 29.70 | 40.17 | NA | NA | … | … | 17.67 | 39.15 | 23.94 | 33.20 | 24.13 | 31.96 | 90.34 | 31.80 | 18.62 | 21.94 | 36.54 | 35.12 | 40.77 | 31.43 | 22.41 | 29.06 | 33.62 | 58.01 | 77.60 | 38.29 | 44.43 | 48.55 | 87.23 | 88.08 | 127.11 | 184.38 | 141.13 | 152.49 |
| Draw Down(%) | NA | 10.42 | 17.11 | 39.76 | 48.49 | NA | NA | … | … | 9.66 | 10.15 | 15.78 | 36.92 | 18.34 | 9.55 | 48.49 | 12.96 | 17.33 | 13.22 | 20.27 | 33.52 | 13.79 | 12.20 | 9.30 | 17.58 | 17.89 | 36.78 | 79.17 | 36.00 | 15.16 | 41.84 | 75.94 | 57.42 | 97.77 | 97.00 | 94.79 | 25.25 |
| Yield(%) | 0.00 | 27.89 | 9.47 | 4.68 | 5.18 | 3.82 | 1.58 | … | … | 0.00 | 31.55 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/15/2026, Common starting date is 09/23/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWKH (SWK Holdings Corp) |
-87.57%
Dec 1999 – Dec 2002 |
-74.39%
Feb 2000 – Feb 2005 |
-52.41%
Feb 2000 – Feb 2010 |
-36.49%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWKH (SWK Holdings Corp) |
37.64%
Dec 2018 – Dec 2021 |
31.37%
Sep 2002 – Sep 2007 |
11.69%
Dec 2011 – Dec 2021 |
8.27%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart