Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWQGD | -19.70% | 1.82% | 40.14% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/25/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWQGD | 01/25/2023 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.82 | 40.14 | NA | NA | NA | NA | … | … | -19.70 | 93.17 | 44.11 | 30.40 |
| Sharpe Ratio | NA | -0.03 | 1.15 | NA | NA | NA | NA | … | … | -1.50 | 2.07 | 1.70 | 1.82 |
| Standard Deviation(%) | NA | 28.71 | 31.95 | NA | NA | NA | NA | … | … | 28.29 | 43.94 | 23.80 | 16.16 |
| Draw Down(%) | NA | 26.80 | 26.80 | NA | NA | NA | NA | … | … | 20.47 | 7.96 | 8.01 | 0.37 |
| Yield(%) | 0.00 | 1.89 | 2.65 | 1.97 | 0.98 | 0.66 | 0.49 | … | … | 1.49 | 0.00 | 2.37 | 1.56 |
Data as of 06/08/2026, Common starting date is 01/25/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWQGD (SWQGD) |
40.14%
May 2023 – May 2026 |
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 |
|---|---|---|---|---|
| SWQGD (SWQGD) |
46.05%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart