Performance Comparison
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
