Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBLAX (INVESTED BALANCED PORTFOLIO INVESTED BALANCED PORTFOLIO) | NA | 5.31% | 10.56% | 9.01% | 8.57% | 6.45% | 7.04% | … | … |
Data as of 07/27/2022, Common starting date is 12/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBLAX (INVESTED BALANCED PORTFOLIO INVESTED BALANCED PORTFOLIO) | 12/19/2001 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.31 | 10.56 | 9.01 | 8.57 | 6.45 | 7.04 | … | … | 2.83 | 11.62 | 12.67 | 17.99 | -4.41 | 16.60 | 2.17 | 0.71 | 4.73 | 19.12 | 9.61 | -2.21 | 9.23 | 16.31 | -18.51 | 10.84 | 11.07 | 5.95 | 7.55 | 15.90 | -10.22 | 0.48 |
| Sharpe Ratio | NA | 0.26 | 0.64 | 0.63 | 0.72 | NA | NA | … | … | 0.18 | 1.50 | 0.67 | 2.49 | -0.64 | 2.97 | 0.19 | 0.06 | 0.58 | 2.30 | 1.16 | -0.13 | 0.82 | 1.52 | -1.32 | 0.87 | 1.17 | 0.65 | 0.97 | 2.09 | -1.28 | 2.58 |
| Standard Deviation(%) | NA | 18.83 | 15.82 | 13.15 | 11.27 | NA | NA | … | … | 24.34 | 7.74 | 18.41 | 6.65 | 8.91 | 5.41 | 10.32 | 11.08 | 8.11 | 8.28 | 8.31 | 16.87 | 11.09 | 10.66 | 14.67 | 9.01 | 6.69 | 5.82 | 6.81 | 7.27 | 8.85 | 6.79 |
| Draw Down(%) | NA | 15.55 | 21.80 | 21.80 | 21.80 | NA | NA | … | … | 15.02 | 3.56 | 21.80 | 3.37 | 11.32 | 1.84 | 9.79 | 9.64 | 5.96 | 6.43 | 7.04 | 16.03 | 9.40 | 9.81 | 24.50 | 6.19 | 6.34 | 4.06 | 5.81 | 5.48 | 14.46 | 0.66 |
| Yield(%) | 0.00 | 19.34 | 11.37 | 10.55 | 9.15 | 6.80 | 7.68 | … | … | 11.22 | 9.72 | 6.94 | 5.72 | 15.05 | 8.25 | 8.30 | 8.28 | 10.14 | 2.30 | 3.87 | 5.53 | 2.15 | 2.32 | 5.84 | 12.42 | 4.66 | 1.32 | 2.29 | 1.53 | 0.00 | 0.28 |
Data as of 07/27/2022, Common starting date is 12/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBLAX (INVESTED BALANCED PORTFOLIO INVESTED BALANCED PORTFOLIO) |
-2.97%
Feb 2006 – Feb 2009 |
1.02%
Feb 2004 – Feb 2009 |
4.39%
Jan 2002 – Jan 2012 |
5.20%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBLAX (INVESTED BALANCED PORTFOLIO INVESTED BALANCED PORTFOLIO) |
14.06%
Dec 2018 – Dec 2021 |
12.05%
Feb 2009 – Feb 2014 |
9.18%
Sep 2011 – Sep 2021 |
7.16%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart