Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAAHX (InvestEd 50 Portfolio) | NA | -0.86% | 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 |
|---|---|---|
| WAAHX (InvestEd 50 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 | -0.86 | NA | NA | NA | NA | NA | … | … | -2.63 | 7.03 | 4.78 |
| Sharpe Ratio | NA | -0.09 | NA | NA | NA | NA | NA | … | … | -0.32 | 1.06 | 1.80 |
| Standard Deviation(%) | NA | 12.81 | NA | NA | NA | NA | NA | … | … | 16.27 | 6.62 | 8.41 |
| Draw Down(%) | NA | 14.38 | NA | NA | NA | NA | NA | … | … | 13.75 | 4.05 | 3.98 |
| Yield(%) | 0.00 | 9.52 | 3.58 | 2.15 | 1.07 | 0.72 | 0.54 | … | … | 7.33 | 2.41 | 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 |
|---|---|---|---|---|
| WAAHX (InvestEd 50 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 |
|---|---|---|---|---|
| WAAHX (InvestEd 50 Portfolio) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart