Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAAJX (InvestEd 80 Portfolio) | NA | 6.25% | 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 |
|---|---|---|
| WAAJX (InvestEd 80 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 | 6.25 | NA | NA | NA | NA | NA | … | … | 2.62 | 12.10 | 7.44 |
| Sharpe Ratio | NA | 0.27 | NA | NA | NA | NA | NA | … | … | 0.15 | 1.19 | 1.80 |
| Standard Deviation(%) | NA | 22.08 | NA | NA | NA | NA | NA | … | … | 28.21 | 10.17 | 13.48 |
| Draw Down(%) | NA | 17.99 | NA | NA | NA | NA | NA | … | … | 17.45 | 5.55 | 6.15 |
| Yield(%) | 0.00 | 14.99 | 6.00 | 3.60 | 1.80 | 1.20 | 0.90 | … | … | 11.89 | 3.44 | 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 |
|---|---|---|---|---|
| WAAJX (InvestEd 80 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 |
|---|---|---|---|---|
| WAAJX (InvestEd 80 Portfolio) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart