Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SWSXX 0.00% 0.00% -41.10% NA NA NA NA
Data as of 06/05/2026, Common starting date is 12/10/2021
More Performance Analytics Comparison
Name Start Date End Date
SWSXX 12/10/2021 06/05/2026
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 (%) 0.00 0.00 -41.10 NA NA NA NA 0.00 -76.88 -16.66 40.22 37,900.00 0.00
Sharpe Ratio NA 0.00 -0.11 NA NA NA NA -0.01 -0.14 -4.15 0.09 243.76 0.00
Standard Deviation(%) NA 608.97 407.91 NA NA NA NA 400.47 573.02 4.89 395.17 159.21 NA
Draw Down(%) NA 76.13 80.88 NA NA NA NA 72.07 76.88 17.27 80.88 4.35 0.00
Yield(%) 0.00 0.00 0.63 226.40 113.20 75.47 56.60 0.00 0.32 0.96 1.27 0.00 0.00
Data as of 06/05/2026, Common starting date is 12/10/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWSXX (SWSXX) -41.07%
May 2023 – May 2026
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
SWSXX (SWSXX) 658.43%
Jan 2022 – Jan 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return