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
LDWY (Lendway Inc.) 15.65% 6.68% -16.89% -8.90% -14.87% -15.45% -2.42%
Data as of 04/02/2026, Common starting date is 06/25/1991
More Performance Analytics Comparison
Name Start Date End Date
LDWY (Lendway Inc.) 06/25/1991 04/02/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991
Annualized Return (%) 0.50 6.68 -16.89 -8.90 -14.87 -15.45 -2.42 15.65 -29.90 4.77 -40.97 -67.12 303.96 15.04 -51.00 25.22 -51.23 -14.98 -19.83 31.14 59.65 -14.93 -69.38 37.32 387.76 -65.12 -7.87 323.38 -66.95 -16.79 -74.98 24.64 69.05 39.48 137.50 17.08 -35.94 56.10 -6.82 -38.89 -25.00 -33.33 12.50
Sharpe Ratio NA 0.05 -0.31 -0.11 -0.17 NA NA 0.80 -0.51 -0.02 -0.75 -0.71 1.80 0.10 -0.89 0.42 -0.70 -0.29 -0.64 0.69 1.19 -0.30 -1.24 0.93 3.98 -0.72 -0.24 3.51 -0.55 -0.21 -1.05 0.61 1.32 0.38 0.74 0.10 -0.38 0.41 -0.07 -0.32 -0.31 -0.43 1.28
Standard Deviation(%) NA 75.77 70.16 101.32 93.96 NA NA 93.14 64.64 74.44 60.33 96.67 169.66 141.92 58.79 57.01 74.02 53.06 31.27 45.28 50.25 50.74 56.13 40.23 97.31 91.25 44.83 91.83 125.15 84.28 72.22 38.30 51.61 92.69 181.30 132.55 104.55 128.62 144.38 130.25 86.93 83.17 17.19
Draw Down(%) NA 43.40 64.60 87.86 87.86 NA NA 28.19 43.40 53.19 58.12 77.73 51.06 52.57 54.93 35.06 64.06 33.22 30.45 21.61 21.02 31.82 76.35 31.30 34.75 72.85 50.79 40.83 87.78 74.58 78.51 30.59 43.59 37.89 66.67 60.87 74.29 41.18 50.00 65.52 45.16 48.78 8.82
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 04/02/2026, Common starting date is 06/25/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LDWY (Lendway Inc.) -67.75%
Oct 2002 – Oct 2005
-45.91%
Oct 2000 – Oct 2005
-20.88%
Sep 2010 – Sep 2020
-15.85%
Dec 2010 – Dec 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LDWY (Lendway Inc.) 122.40%
Sep 1999 – Sep 2002
83.79%
Oct 2005 – Oct 2010
23.84%
Oct 2005 – Oct 2015
13.90%
Nov 1995 – Nov 2010
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return