Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSWV (Main Street Financial Services Corp) | 17.20% | 52.09% | 3.21% | 8.19% | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSWV (Main Street Financial Services Corp) | 01/11/2021 | 06/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 52.09 | 3.21 | 8.19 | NA | NA | NA | … | … | 17.20 | 25.52 | -8.13 | -6.84 | 16.06 | -1.74 |
| Sharpe Ratio | NA | 3.36 | 0.00 | 0.18 | NA | NA | NA | … | … | 3.00 | 1.20 | -0.37 | -0.23 | 0.84 | -0.08 |
| Standard Deviation(%) | NA | 15.12 | 27.00 | 28.33 | NA | NA | NA | … | … | 13.76 | 18.89 | 31.46 | 45.35 | 17.60 | 22.99 |
| Draw Down(%) | NA | 7.59 | 43.97 | 50.19 | NA | NA | NA | … | … | 7.59 | 9.57 | 32.68 | 37.04 | 9.67 | 12.12 |
| Yield(%) | 0.00 | 4.28 | 2.57 | 2.90 | 1.61 | 1.08 | 0.81 | … | … | 1.74 | 3.91 | 2.38 | 2.28 | 3.83 | 2.45 |
Data as of 06/16/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSWV (Main Street Financial Services Corp) |
-4.86%
Jun 2022 – Jun 2025 |
4.10%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSWV (Main Street Financial Services Corp) |
3.54%
Jan 2023 – Jan 2026 |
7.66%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart