Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBID | NA | -10.87% | 0.02% | -3.62% | NA | NA | NA | … | … |
Data as of 11/01/2019, Common starting date is 08/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBID | 08/27/2014 | 11/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.01 | -10.87 | 0.02 | -3.62 | NA | NA | NA | … | … | -5.69 | -13.57 | 8.66 | 7.03 | -11.16 | -4.06 |
| Sharpe Ratio | NA | -0.97 | -0.09 | -0.37 | NA | NA | NA | … | … | -0.61 | -1.25 | 0.80 | 0.59 | -0.97 | -1.07 |
| Standard Deviation(%) | NA | 12.81 | 11.94 | 11.76 | NA | NA | NA | … | … | 13.39 | 11.92 | 10.09 | 11.56 | 11.56 | 10.59 |
| Draw Down(%) | NA | 16.52 | 25.93 | 25.93 | NA | NA | NA | … | … | 15.72 | 17.25 | 7.83 | 7.22 | 15.88 | 10.00 |
| Yield(%) | 0.00 | 0.84 | 0.93 | 0.55 | 0.27 | 0.18 | 0.14 | … | … | 0.57 | 0.89 | 0.59 | 0.56 | 0.33 | 0.08 |
Data as of 11/01/2019, Common starting date is 08/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBID (WBID) |
-2.27%
Aug 2016 – Aug 2019 |
-3.87%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBID (WBID) |
4.84%
Aug 2015 – Aug 2018 |
-3.62%
Oct 2014 – Oct 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart