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
WBQNL (Woodbridge Liquidation Trust) -14.39% -22.98% 68.64% 2.34% NA NA NA
Data as of 06/04/2026, Common starting date is 05/11/2020
More Performance Analytics Comparison
Name Start Date End Date
WBQNL (Woodbridge Liquidation Trust) 05/11/2020 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) 1.28 -22.98 68.64 2.34 NA NA NA -14.39 -0.73 -10.61 566.78 -72.71 33.72 -17.14
Sharpe Ratio NA -1.04 0.43 0.02 NA NA NA -1.51 -0.12 -0.78 2.14 -0.45 0.46 -0.41
Standard Deviation(%) NA 25.39 147.96 143.92 NA NA NA 23.60 30.87 22.23 267.59 165.44 72.93 62.15
Draw Down(%) NA 30.77 85.07 88.89 NA NA NA 18.47 21.61 18.63 85.07 84.62 33.26 44.00
Yield(%) 0.00 0.00 27.32 7.37 7.04 4.69 3.52 0.00 0.00 0.00 87.20 0.00 70.94 20.48
Data as of 06/04/2026, Common starting date is 05/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WBQNL (Woodbridge Liquidation Trust) -18.55%
Jun 2020 – Jun 2023
6.03%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WBQNL (Woodbridge Liquidation Trust) 102.42%
Jul 2022 – Jul 2025
22.71%
Jun 2020 – Jun 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return