Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWQGF (Swissquote Group Holding Ltd) | NA | 101.28% | 55.80% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWQGF (Swissquote Group Holding Ltd) | 06/29/2021 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 101.28 | 55.80 | NA | NA | NA | NA | … | … | 101.28 | 44.10 | 49.74 |
| Sharpe Ratio | NA | 2.24 | 1.84 | NA | NA | NA | NA | … | … | 3.06 | 1.70 | 0.72 |
| Standard Deviation(%) | NA | 43.77 | 32.96 | NA | NA | NA | NA | … | … | 51.06 | 23.75 | 21.49 |
| Draw Down(%) | NA | 5.47 | 8.01 | NA | NA | NA | NA | … | … | 5.47 | 8.01 | 0.37 |
| Yield(%) | 0.00 | 2.18 | 2.84 | 1.96 | 0.98 | 0.65 | 0.49 | … | … | 2.18 | 2.36 | 1.55 |
Data as of 09/26/2025, Common starting date is 06/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWQGF (Swissquote Group Holding Ltd) |
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 |
|---|---|---|---|---|
| SWQGF (Swissquote Group Holding Ltd) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart