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
FWRWTX NA 0.65% NA NA NA NA NA
Data as of 03/17/2022, Common starting date is 03/19/2020
More Performance Analytics Comparison
Name Start Date End Date
FWRWTX 03/19/2020 03/17/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020
Annualized Return (%) -3.50 0.65 NA NA NA NA NA 13.83 -10.83 71.67
Sharpe Ratio NA 0.02 NA NA NA NA NA 3.04 -0.45 2.65
Standard Deviation(%) NA 24.10 NA NA NA NA NA 28.63 24.32 37.02
Draw Down(%) NA 24.52 NA NA NA NA NA 7.43 24.52 16.67
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 03/17/2022, Common starting date is 03/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FWRWTX (FWRWTX) 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
FWRWTX (FWRWTX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return