Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JW-B (John Wiley & Sons Inc) | NA | -15.27% | 11.17% | NA | NA | NA | NA | … | … |
Data as of 06/02/2022, Common starting date is 01/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JW-B (John Wiley & Sons Inc) | 01/17/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.27 | 11.17 | NA | NA | NA | NA | … | … | -4.45 | 26.00 | -3.41 | 7.26 | -26.73 |
| Sharpe Ratio | NA | -0.51 | 0.32 | NA | NA | NA | NA | … | … | -0.35 | 0.84 | -0.07 | 0.19 | -1.30 |
| Standard Deviation(%) | NA | 30.41 | 37.06 | NA | NA | NA | NA | … | … | 30.57 | 31.07 | 49.59 | 30.60 | 22.36 |
| Draw Down(%) | NA | 22.25 | 36.05 | NA | NA | NA | NA | … | … | 15.33 | 17.72 | 36.05 | 21.38 | 35.40 |
| Yield(%) | 0.00 | 2.12 | 3.23 | 1.75 | 0.88 | 0.58 | 0.44 | … | … | 0.60 | 2.91 | 2.80 | 2.84 | 2.00 |
Data as of 06/02/2022, Common starting date is 01/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JW-B (John Wiley & Sons Inc) |
-3.35%
Feb 2018 – Feb 2021 |
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 |
|---|---|---|---|---|
| JW-B (John Wiley & Sons Inc) |
12.07%
May 2019 – May 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart