Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WBHC (Wilson Bank Holding Company) NA 41.93% 12.38% 7.25% NA NA NA
Data as of 01/20/2023, Common starting date is 10/07/2016
More Performance Analytics Comparison
Name Start Date End Date
WBHC (Wilson Bank Holding Company) 10/07/2016 01/20/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) 0.00 41.93 12.38 7.25 NA NA NA 0.00 41.93 0.00 0.00 0.00 0.00 0.00 0.00
Sharpe Ratio NA 0.94 0.48 0.33 NA NA NA 0.00 0.95 0.00 0.00 0.00 0.00 0.00 0.00
Standard Deviation(%) NA 42.86 24.67 19.13 NA NA NA NA 42.86 NA NA NA NA NA NA
Draw Down(%) NA 12.50 12.50 12.50 NA NA NA 0.00 12.50 0.00 0.00 0.00 0.00 0.00 0.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 01/20/2023, Common starting date is 10/07/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WBHC (Wilson Bank Holding Company) 0.00%
Nov 2016 – Nov 2019
0.00%
Nov 2016 – Nov 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WBHC (Wilson Bank Holding Company) 17.50%
Aug 2019 – Aug 2022
10.16%
Aug 2017 – Aug 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return