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
AWHL NA 230.77% -47.55% -65.61% -31.55% -28.68% -25.93%
Data as of 06/10/2026, Common starting date is 10/02/2000
More Performance Analytics Comparison
Name Start Date End Date
AWHL 10/02/2000 06/10/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 230.77 -47.55 -65.61 -31.55 -28.68 -25.93
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(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 10/02/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AWHL (AWHL) -87.56%
Jul 2006 – Jul 2009
-78.24%
Jul 2004 – Jul 2009
-45.72%
Apr 2015 – Apr 2025
-43.16%
Mar 2010 – Mar 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AWHL (AWHL) 349.79%
Jul 2009 – Jul 2012
156.49%
Jul 2009 – Jul 2014
43.10%
Jul 2009 – Jul 2019
10.27%
Jul 2009 – Jul 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return