Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WARFY (Wharf Holdings Ltd) | -3.96% | -0.53% | 9.54% | -2.78% | 5.51% | 3.34% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WARFY (Wharf Holdings Ltd) | 01/21/2010 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.15 | -0.53 | 9.54 | -2.78 | 5.51 | 3.34 | NA | … | … | -3.96 | 5.24 | -11.03 | 12.12 | -2.73 | 16.21 | 9.24 | 0.28 | -22.03 | 57.04 | 25.71 | -21.09 | -2.83 | -0.38 | 74.50 | -34.55 | 32.99 |
| Sharpe Ratio | NA | 0.03 | 0.17 | -0.12 | 0.12 | NA | NA | … | … | -0.17 | 0.05 | -0.34 | 0.27 | -0.09 | 0.53 | 0.23 | -0.05 | -0.91 | 0.80 | 0.96 | -0.75 | -0.10 | -0.01 | 1.78 | -0.96 | 0.93 |
| Standard Deviation(%) | NA | 50.16 | 43.62 | 41.84 | 41.58 | NA | NA | … | … | 57.34 | 43.09 | 43.04 | 31.66 | 46.17 | 30.76 | 39.64 | 25.44 | 25.85 | 70.53 | 26.56 | 28.02 | 27.37 | 29.09 | 42.26 | 35.93 | 37.77 |
| Draw Down(%) | NA | 25.47 | 38.33 | 47.15 | 57.98 | NA | NA | … | … | 25.47 | 20.96 | 36.82 | 31.79 | 32.04 | 26.33 | 41.33 | 34.36 | 41.24 | 42.75 | 18.83 | 34.30 | 21.49 | 23.13 | 21.19 | 44.48 | 18.14 |
| Yield(%) | 0.00 | 1.80 | 2.29 | 1.46 | 11.98 | 7.52 | 7.55 | … | … | 0.88 | 1.84 | 1.65 | 1.81 | 1.69 | 1.98 | 1.39 | 3.15 | 4.29 | 93.87 | 4.60 | 3.21 | 2.95 | 2.75 | 3.24 | 3.76 | 2.21 |
Data as of 06/04/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WARFY (Wharf Holdings Ltd) |
-16.91%
Jan 2013 – Jan 2016 |
-7.50%
Feb 2018 – Feb 2023 |
-1.04%
May 2013 – May 2023 |
3.43%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WARFY (Wharf Holdings Ltd) |
28.65%
May 2010 – May 2013 |
16.24%
May 2016 – May 2021 |
10.71%
Nov 2011 – Nov 2021 |
7.35%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart