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
WBSI (Veridetx Corp) NA -37.50% -40.86% -0.65% -10.89% -38.00% NA
Data as of 08/29/2025, Common starting date is 10/06/2008
More Performance Analytics Comparison
Name Start Date End Date
WBSI (Veridetx Corp) 10/06/2008 08/29/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) -6.25 -37.50 -40.86 -0.65 -10.89 -38.00 NA -75.00 180.49 78.26 -76.29 -11.17 -11.94 1,127.72 -49.75 1,118.18 -96.75 -67.23 93.75 -57.89 -63.46 -97.11 -82.00 33.33 36.36
Sharpe Ratio NA -0.18 -0.17 0.01 -0.04 NA NA -0.51 0.73 0.25 -0.23 -0.02 -0.04 3.63 -0.61 3.32 -0.20 -0.21 0.29 -0.22 -0.22 -0.33 -0.40 0.23 7.48
Standard Deviation(%) NA 225.76 262.90 321.02 334.22 NA NA 179.65 242.41 294.92 339.45 460.63 285.71 310.37 83.53 340.69 493.71 315.40 318.58 267.16 290.32 290.72 183.90 186.44 184.43
Draw Down(%) NA 88.49 96.03 99.10 99.53 NA NA 87.10 75.74 81.45 90.63 98.91 88.01 81.21 60.00 67.74 97.24 91.67 86.60 78.13 97.94 98.81 92.50 0.00 35.90
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 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 08/29/2025, Common starting date is 10/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WBSI (Veridetx Corp) -91.78%
Jun 2010 – Jun 2013
-79.14%
Mar 2010 – Mar 2015
-58.24%
Jun 2010 – Jun 2020
-46.38%
May 2010 – May 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WBSI (Veridetx Corp) 322.00%
Dec 2016 – Dec 2019
125.87%
Dec 2016 – Dec 2021
6.25%
Jun 2014 – Jun 2024
-36.13%
Dec 2009 – Dec 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return