Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JW-A (John Wiley & Sons Inc) | NA | -13.14% | 11.94% | 3.99% | 4.67% | 3.08% | 5.78% | … | … |
Data as of 06/02/2022, Common starting date is 03/26/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JW-A (John Wiley & Sons Inc) | 03/26/1990 | 06/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.82 | -13.14 | 11.94 | 3.99 | 4.67 | 3.08 | 5.78 | … | … | -3.81 | 30.13 | -2.42 | 6.40 | -26.91 | 23.41 | 23.96 | -22.24 | 9.40 | 44.98 | -10.53 | -0.27 | 9.64 | 19.59 | -15.86 | 12.46 | -0.39 | 13.05 | 35.06 | 9.47 | 5.12 | 8.01 | 29.34 | -65.06 | -10.24 | 70.16 | -0.25 | -25.11 | -36.82 | 43.61 | 58.57 | 11.94 | -21.57 |
| Sharpe Ratio | NA | -0.42 | 0.36 | 0.12 | 0.15 | NA | NA | … | … | -0.35 | 1.02 | -0.06 | 0.17 | -1.15 | 1.24 | 0.93 | -0.98 | 0.51 | 2.32 | -0.49 | -0.01 | 0.47 | 0.59 | -0.31 | 0.42 | -0.21 | 0.58 | 1.84 | 0.43 | 0.15 | 0.16 | 0.63 | -0.89 | -0.18 | 2.48 | -0.15 | -0.41 | -0.54 | 1.46 | 1.70 | 0.20 | -0.81 |
| Standard Deviation(%) | NA | 27.50 | 35.22 | 31.82 | 27.24 | NA | NA | … | … | 26.16 | 29.61 | 47.21 | 29.73 | 24.55 | 18.52 | 25.40 | 22.66 | 18.29 | 19.36 | 21.57 | 28.81 | 20.11 | 33.11 | 53.34 | 22.54 | 17.30 | 18.83 | 18.53 | 20.21 | 26.39 | 36.30 | 40.03 | 76.31 | 74.97 | 26.75 | 25.56 | 70.24 | 73.24 | 28.31 | 32.74 | 40.36 | 39.83 |
| Draw Down(%) | NA | 22.69 | 36.46 | 53.38 | 53.38 | NA | NA | … | … | 14.60 | 20.40 | 36.46 | 20.57 | 35.38 | 12.98 | 16.97 | 32.38 | 16.66 | 11.39 | 28.03 | 19.97 | 18.42 | 26.73 | 47.00 | 21.73 | 19.27 | 17.86 | 7.31 | 14.01 | 28.44 | 19.16 | 26.27 | 68.65 | 51.64 | 12.79 | 21.44 | 51.88 | 55.96 | 18.70 | 10.47 | 26.63 | 45.80 |
| Yield(%) | 0.00 | 2.12 | 3.22 | 2.61 | 2.78 | 2.14 | 3.29 | … | … | 0.59 | 2.98 | 2.82 | 2.84 | 1.97 | 2.33 | 2.79 | 2.02 | 2.08 | 2.49 | 2.04 | 1.66 | 1.48 | 1.46 | 1.22 | 1.12 | 1.02 | 1.00 | 1.10 | 1.01 | 0.87 | 0.84 | 0.92 | 0.36 | 0.82 | 1.36 | 1.18 | 1.34 | 1.26 | 1.69 | 3.55 | 3.67 | 2.78 |
Data as of 06/02/2022, Common starting date is 03/26/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JW-A (John Wiley & Sons Inc) |
-14.85%
Oct 2017 – Oct 2020 |
-8.25%
Feb 2015 – Feb 2020 |
-0.99%
Oct 2010 – Oct 2020 |
-0.23%
Aug 2005 – Aug 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JW-A (John Wiley & Sons Inc) |
46.46%
Jan 1996 – Jan 1999 |
41.98%
Dec 1993 – Dec 1998 |
30.69%
Sep 1990 – Sep 2000 |
25.74%
Nov 1990 – Nov 2005 |
Annualized Rolling Returns Comparison Chart