Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBNEF (WestBond Enterprises Corporation) | NA | 87.50% | -16.21% | -12.67% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/09/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBNEF (WestBond Enterprises Corporation) | 09/09/2020 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 87.50 | -16.21 | -12.67 | NA | NA | NA | … | … | 0.00 | 66.67 | -57.14 | -41.99 | -42.07 | 96.20 |
| Sharpe Ratio | NA | 1.31 | -0.37 | -0.27 | NA | NA | NA | … | … | 0.00 | 0.87 | -1.12 | -0.88 | -0.75 | 9.34 |
| Standard Deviation(%) | NA | 64.33 | 52.58 | 55.73 | NA | NA | NA | … | … | NA | 69.95 | 55.04 | 49.16 | 56.12 | 81.20 |
| Draw Down(%) | NA | 1.32 | 68.63 | 90.15 | NA | NA | NA | … | … | 0.00 | 27.27 | 57.14 | 52.22 | 58.80 | 9.75 |
| Yield(%) | 0.00 | 0.00 | 0.47 | 2.84 | 1.42 | 0.95 | 0.71 | … | … | 0.00 | 0.00 | 0.00 | 4.25 | 4.90 | 0.00 |
Data as of 09/26/2025, Common starting date is 09/09/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBNEF (WestBond Enterprises Corporation) |
-47.30%
May 2021 – May 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBNEF (WestBond Enterprises Corporation) |
-13.98%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart