Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSWHX (TSWHgYldBdInstl) | 1.21% | 6.51% | 8.23% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSWHX (TSWHgYldBdInstl) | 10/26/2021 | 06/08/2026 |
| 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 (%) | -0.32 | 6.51 | 8.23 | NA | NA | NA | NA | … | … | 1.21 | 7.55 | 8.40 | 12.79 | -10.12 | 1.09 |
| Sharpe Ratio | NA | 1.09 | 1.41 | NA | NA | NA | NA | … | … | 0.02 | 1.40 | 1.74 | 2.07 | -1.74 | 2.24 |
| Standard Deviation(%) | NA | 3.32 | 3.45 | NA | NA | NA | NA | … | … | 4.07 | 3.36 | 2.74 | 4.45 | 6.65 | 2.72 |
| Draw Down(%) | NA | 2.88 | 3.26 | NA | NA | NA | NA | … | … | 2.88 | 3.26 | 1.42 | 2.93 | 13.98 | 1.69 |
| Yield(%) | 0.00 | 6.02 | 6.28 | 4.84 | 2.42 | 1.61 | 1.21 | … | … | 2.46 | 6.00 | 6.06 | 6.15 | 4.71 | 0.88 |
Data as of 06/08/2026, Common starting date is 10/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSWHX (TSWHgYldBdInstl) |
3.19%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| TSWHX (TSWHgYldBdInstl) |
10.45%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart