Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWSXX | -76.88% | -80.62% | -17.67% | NA | NA | NA | NA | 368.24% |
Data as of 08/05/2025, AR inception is 12/10/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWSXX | 12/10/2021 | 08/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -80.62 | -17.67 | NA | NA | NA | NA | 368.24 | -76.88 | -16.66 | 40.22 | 37,900.00 | 0.00 |
| Sharpe Ratio | NA | -0.34 | -0.07 | NA | NA | NA | NA | 0.99 | -0.29 | -4.15 | 0.09 | 243.76 | 0.00 |
| Standard Deviation(%) | NA | 249.75 | 269.08 | NA | NA | NA | NA | 258.74 | 328.25 | 4.89 | 395.17 | 159.21 | NA |
| Draw Down(%) | NA | 80.73 | 80.88 | NA | NA | NA | NA | 80.88 | 76.88 | 17.27 | 80.88 | 4.35 | 0.00 |
| Yield(%) | 0.00 | 0.66 | 2.05 | 226.40 | 113.20 | 75.47 | 56.60 | 377.33 | 0.32 | 0.96 | 1.27 | 0.00 | 0.00 |
Data as of 08/05/2025, AR inception 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) |
-11.48%
Jul 2022 - Jul 2025 |
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