Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Wasik Nano | 6.54% | 11.86% | 10.48% | 8.75% | 6.91% | 8.02% | 6.63% | 6.73% |
Data as of 06/30/2025, AR inception is 12/31/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Wasik Nano | 12/31/2004 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | 11.86 | 10.48 | 8.75 | 6.91 | 8.02 | 6.63 | 6.73 | 6.54 | 10.24 | 15.95 | -18.77 | 20.16 | 8.65 | 21.71 | -6.54 | 10.00 | 7.66 | 0.99 | 10.55 | 9.50 | 12.82 | 3.95 | 13.05 | 17.95 | -23.58 | 2.91 | 17.12 | 7.42 | 0.00 |
| Sharpe Ratio | NA | 0.61 | 0.54 | 0.52 | 0.42 | NA | NA | 0.42 | 0.30 | 0.68 | 1.10 | -1.12 | 2.14 | 0.34 | 2.81 | -0.83 | 1.95 | 0.78 | 0.10 | 1.72 | 1.19 | 1.82 | 0.29 | 1.10 | 1.00 | -0.95 | -0.02 | 1.78 | 0.76 | NA |
| Standard Deviation(%) | NA | 13.74 | 13.19 | 12.92 | 12.99 | NA | NA | 12.93 | 16.76 | 9.70 | 11.15 | 18.05 | 9.40 | 24.52 | 7.19 | 9.59 | 4.80 | 9.50 | 9.50 | 6.12 | 7.92 | 7.00 | 13.59 | 11.73 | 17.84 | 25.90 | 11.89 | 7.69 | 6.76 | NA |
| Draw Down(%) | NA | 12.43 | 16.36 | 25.06 | 27.50 | NA | NA | 39.89 | 12.36 | 5.31 | 10.55 | 25.01 | 4.66 | 27.50 | 3.08 | 11.94 | 2.30 | 6.98 | 8.05 | 4.69 | 8.69 | 5.41 | 11.78 | 8.00 | 18.05 | 37.71 | 8.07 | 5.64 | 4.18 | 0.00 |
| Yield(%) | NA | 2.97 | 2.86 | 2.87 | 2.89 | NA | NA | 3.33 | NA | 0.06 | 3.01 | 2.50 | 3.12 | 2.33 | 2.98 | 2.31 | 0.80 | 4.26 | 3.18 | 4.25 | 3.16 | 3.59 | 3.86 | 3.58 | 4.13 | 3.95 | 4.03 | 4.09 | 4.13 | 0.00 |
Data as of 06/30/2025, AR inception is 12/31/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Wasik Nano |
-8.68%
Feb 2006 - Feb 2009 |
1.35%
May 2007 - May 2012 |
4.74%
Nov 2006 - Nov 2016 |
4.41%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Wasik Nano |
19.36%
Feb 2009 - Feb 2012 |
15.54%
Feb 2009 - Feb 2014 |
10.33%
Feb 2009 - Feb 2019 |
9.22%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart