Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWKHL (SWK Holdings Corporation 9.00% Senior Notes due 2027) | 2.92% | 9.79% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/04/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWKHL (SWK Holdings Corporation 9.00% Senior Notes due 2027) | 10/04/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 9.79 | NA | NA | NA | NA | NA | … | … | 2.92 | 9.90 | 9.77 | 3.84 |
| Sharpe Ratio | NA | 1.56 | NA | NA | NA | NA | NA | … | … | 0.99 | 1.50 | 1.03 | 1.77 |
| Standard Deviation(%) | NA | 4.59 | NA | NA | NA | NA | NA | … | … | 4.49 | 4.77 | 5.98 | 7.54 |
| Draw Down(%) | NA | 1.40 | NA | NA | NA | NA | NA | … | … | 1.06 | 2.49 | 1.78 | 1.31 |
| Yield(%) | 0.00 | 8.82 | 7.57 | 4.54 | 2.27 | 1.51 | 1.13 | … | … | 2.20 | 8.94 | 8.99 | 2.17 |
Data as of 06/05/2026, Common starting date is 10/04/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWKHL (SWK Holdings Corporation 9.00% Senior Notes due 2027) |
0.00%
NA |
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 |
|---|---|---|---|---|
| SWKHL (SWK Holdings Corporation 9.00% Senior Notes due 2027) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart