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
TSIWX 0.39% 3.70% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 06/14/2024
More Performance Analytics Comparison
Name Start Date End Date
TSIWX 06/14/2024 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -0.10 3.70 NA NA NA NA NA 0.39 5.85 3.14
Sharpe Ratio NA 0.56 NA NA NA NA NA -0.84 1.47 1.11
Standard Deviation(%) NA 1.87 NA NA NA NA NA 1.91 2.03 2.18
Draw Down(%) NA 1.21 NA NA NA NA NA 1.21 0.81 1.11
Yield(%) 0.00 3.95 2.81 1.69 0.84 0.56 0.42 1.39 4.40 2.59
Data as of 06/05/2026, Common starting date is 06/14/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TSIWX (TSIWX) 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
TSIWX (TSIWX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return