Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAAFX (InvestEd 10 Portfolio) | NA | -4.01% | NA | NA | NA | NA | NA | … | … |
Data as of 07/27/2022, Common starting date is 09/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAAFX (InvestEd 10 Portfolio) | 09/02/2020 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.01 | NA | NA | NA | NA | NA | … | … | -3.50 | 0.10 | 1.10 |
| Sharpe Ratio | NA | -0.90 | NA | NA | NA | NA | NA | … | … | -1.09 | 0.03 | 1.44 |
| Standard Deviation(%) | NA | 4.82 | NA | NA | NA | NA | NA | … | … | 6.16 | 2.49 | 2.30 |
| Draw Down(%) | NA | 8.27 | NA | NA | NA | NA | NA | … | … | 7.51 | 2.13 | 1.10 |
| Yield(%) | 0.00 | 4.33 | 1.49 | 0.89 | 0.45 | 0.30 | 0.22 | … | … | 3.18 | 1.24 | 0.01 |
Data as of 07/27/2022, Common starting date is 09/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAAFX (InvestEd 10 Portfolio) |
0.00%
NA |
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 |
|---|---|---|---|---|
| WAAFX (InvestEd 10 Portfolio) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart