Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWRD | NA | 73.21% | 87.71% | 34.95% | 36.99% | -3.54% | -22.06% | … | … |
Data as of 06/09/2026, Common starting date is 02/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWRD | 02/10/2005 | 06/09/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 73.21 | 87.71 | 34.95 | 36.99 | -3.54 | -22.06 | … | … |
| 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 06/09/2026, Common starting date is 02/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWRD (SWRD) |
-86.36%
Sep 2006 – Sep 2009 |
-69.68%
Nov 2006 – Nov 2011 |
-61.38%
Sep 2006 – Sep 2016 |
-51.00%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWRD (SWRD) |
243.35%
Dec 2022 – Dec 2025 |
227.07%
Sep 2020 – Sep 2025 |
51.33%
Sep 2015 – Sep 2025 |
6.11%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart