Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBZB (Washington Business Bank) | NA | 27.66% | 22.99% | 17.36% | NA | NA | NA | … | … |
Data as of 11/29/2024, Common starting date is 04/17/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBZB (Washington Business Bank) | 04/17/2019 | 11/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.88 | 27.66 | 22.99 | 17.36 | NA | NA | NA | … | … | 27.66 | 11.68 | 36.49 | 20.92 | -6.71 | 14.29 |
| Sharpe Ratio | NA | 1.39 | 0.61 | 0.58 | NA | NA | NA | … | … | 1.49 | 0.20 | 0.96 | 1.24 | -0.57 | 0.75 |
| Standard Deviation(%) | NA | 15.12 | 31.35 | 25.92 | NA | NA | NA | … | … | 15.79 | 36.93 | 36.77 | 16.79 | 12.22 | 26.11 |
| Draw Down(%) | NA | 5.29 | 19.96 | 19.96 | NA | NA | NA | … | … | 5.29 | 19.96 | 6.15 | 5.88 | 16.42 | 11.76 |
| 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 |
Data as of 11/29/2024, Common starting date is 04/17/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBZB (Washington Business Bank) |
6.57%
May 2019 – May 2022 |
14.01%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBZB (Washington Business Bank) |
26.72%
Aug 2020 – Aug 2023 |
17.14%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart