Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWAX | NA | -33.33% | -67.99% | -82.98% | 7.18% | 4.73% | -35.27% | … | … |
Data as of 04/24/2026, Common starting date is 12/23/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWAX | 12/23/2003 | 04/24/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -33.33 | -67.99 | -82.98 | 7.18 | 4.73 | -35.27 | … | … |
| 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 04/24/2026, Common starting date is 12/23/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWAX (RWAX) |
-94.51%
Feb 2021 – Feb 2024 |
-87.01%
Aug 2005 – Aug 2010 |
-66.72%
Jan 2004 – Jan 2014 |
-51.98%
Jan 2004 – Jan 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWAX (RWAX) |
3,541.80%
Feb 2018 – Feb 2021 |
764.55%
Feb 2016 – Feb 2021 |
185.60%
Mar 2011 – Mar 2021 |
7.99%
Mar 2006 – Mar 2021 |
Annualized Rolling Returns Comparison Chart