Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAGPX (INVESTED AGGRESSIVE PORTFOLIO) | NA | 3.43% | 12.85% | NA | NA | NA | NA | … | … |
Data as of 07/27/2022, Common starting date is 11/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAGPX (INVESTED AGGRESSIVE PORTFOLIO) | 11/10/2017 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.43 | 12.85 | NA | NA | NA | NA | … | … | -0.49 | -3.43 | 15.87 | 19.56 | -9.30 | 2.93 |
| Sharpe Ratio | NA | 0.08 | 0.44 | NA | NA | NA | NA | … | … | -0.03 | -0.16 | 0.54 | 1.62 | -0.76 | 4.06 |
| Standard Deviation(%) | NA | 37.09 | 27.94 | NA | NA | NA | NA | … | … | 48.54 | 21.43 | 28.96 | 11.28 | 13.92 | 5.86 |
| Draw Down(%) | NA | 19.22 | 31.37 | NA | NA | NA | NA | … | … | 18.74 | 20.22 | 31.37 | 5.62 | 18.92 | 0.96 |
| Yield(%) | 0.00 | 28.38 | 17.71 | 12.07 | 6.04 | 4.02 | 3.02 | … | … | 12.02 | 20.60 | 15.83 | 5.24 | 2.08 | 0.00 |
Data as of 07/27/2022, Common starting date is 11/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAGPX (INVESTED AGGRESSIVE PORTFOLIO) |
8.11%
Apr 2019 – Apr 2022 |
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 |
|---|---|---|---|---|
| WAGPX (INVESTED AGGRESSIVE PORTFOLIO) |
19.23%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart