Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SW (Smurfit WestRock plc) | 12.64% | 2.65% | NA | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 07/08/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SW (Smurfit WestRock plc) | 07/08/2024 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 2.65 | NA | NA | NA | NA | NA | … | … | 12.64 | -25.31 | 18.10 |
| Sharpe Ratio | NA | -0.07 | NA | NA | NA | NA | NA | … | … | 0.43 | -0.72 | 1.02 |
| Standard Deviation(%) | NA | 40.50 | NA | NA | NA | NA | NA | … | … | 45.97 | 39.55 | 36.58 |
| Draw Down(%) | NA | 31.37 | NA | NA | NA | NA | NA | … | … | 30.50 | 39.11 | 21.13 |
| Yield(%) | 0.00 | 4.07 | 2.33 | 1.40 | 0.70 | 0.47 | 0.35 | … | … | 2.28 | 3.22 | 1.31 |
Data as of 06/11/2026, Common starting date is 07/08/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SW (Smurfit WestRock plc) |
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 |
|---|---|---|---|---|
| SW (Smurfit WestRock plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart