Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
WBRMAX (Wilmington Trust Collective Investment Trust - MSCI ACWI Ex-US Index Fund) | 18.31% | 13.44% | 14.54% | 9.29% | NA | NA | NA | 8.76% |
Data as of 07/16/2025, AR inception is 12/28/2016
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
WBRMAX (Wilmington Trust Collective Investment Trust - MSCI ACWI Ex-US Index Fund) | 12/28/2016 | 07/16/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.81 | 13.44 | 14.54 | 9.29 | NA | NA | NA | 8.76 | 18.31 | 5.35 | 15.60 | -15.75 | 7.89 | 10.99 | 21.68 | -13.92 | 27.58 | 0.80 |
Sharpe Ratio | NA | 0.72 | 0.79 | 0.51 | NA | NA | NA | 0.41 | 2.17 | -0.03 | 0.94 | -0.84 | 0.66 | 0.37 | 2.09 | -1.13 | 3.88 | 76.62 |
Standard Deviation(%) | NA | 15.21 | 14.48 | 14.73 | NA | NA | NA | 15.98 | 16.51 | 11.98 | 12.16 | 20.40 | 11.95 | 29.29 | 9.69 | 13.47 | 6.98 | 2.25 |
Draw Down(%) | NA | 13.23 | 15.95 | 29.51 | NA | NA | NA | 34.20 | 13.23 | 8.43 | 11.75 | 28.22 | 7.08 | 33.82 | 7.94 | 22.00 | 2.20 | 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 | 0.00 | 0.00 | 0.00 |
Data as of 07/16/2025, AR inception is 12/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
WBRMAX (Wilmington Trust Collective Investment Trust - MSCI ACWI Ex-US Index Fund) |
-1.74%
Mar 2017 - Mar 2020 |
-0.71%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
WBRMAX (Wilmington Trust Collective Investment Trust - MSCI ACWI Ex-US Index Fund) |
14.11%
Jun 2022 - Jun 2025 |
11.20%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart