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
RW NA -1.93% -0.65% -0.39% 52.43% 56.31% 31.63%
Data as of 06/10/2026, Common starting date is 12/13/2000
More Performance Analytics Comparison
Name Start Date End Date
RW 12/13/2000 06/10/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -1.93 -0.65 -0.39 52.43 56.31 31.63
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 12/13/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RW (RW) -61.48%
Oct 2006 – Oct 2009
-43.59%
Oct 2006 – Oct 2011
-20.95%
Aug 2001 – Aug 2011
-2.22%
Feb 2003 – Feb 2018
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RW (RW) 365.41%
Jul 2022 – Jul 2025
249.19%
Jun 2020 – Jun 2025
134.67%
Sep 2015 – Sep 2025
47.48%
Oct 2010 – Oct 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return