Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWYBY | NA | 9.67% | 8.95% | 10.59% | 9.21% | NA | NA | … | … |
Data as of 04/08/2026, Common starting date is 04/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWYBY | 04/08/2016 | 04/08/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.67 | 8.95 | 10.59 | 9.21 | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 9.09 | 8.45 | 9.84 | 8.60 | 5.74 | 4.30 | … | … |
Data as of 04/08/2026, Common starting date is 04/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWYBY (SWYBY) |
6.52%
May 2016 – May 2019 |
8.76%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWYBY (SWYBY) |
12.98%
Sep 2020 – Sep 2023 |
11.92%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart