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
WCC-PA (WESCO International Inc) NA 7.35% 6.75% NA NA NA NA
Data as of 06/20/2025, Common starting date is 06/22/2020
More Performance Analytics Comparison
Name Start Date End Date
WCC-PA (WESCO International Inc) 06/22/2020 06/20/2025
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 7.35 6.75 NA NA NA NA 2.83 6.90 11.25 -6.00 6.77 21.97
Sharpe Ratio NA 1.90 0.55 NA NA NA NA 1.82 0.09 0.96 -0.76 0.70 4.44
Standard Deviation(%) NA 2.15 6.10 NA NA NA NA 1.71 3.30 7.37 9.70 9.59 10.17
Draw Down(%) NA 0.92 5.52 NA NA NA NA 0.58 1.27 2.09 8.45 4.03 3.52
Yield(%) 0.00 7.74 8.80 9.45 4.72 3.15 2.36 2.59 10.04 10.01 8.68 8.57 5.19
Data as of 06/20/2025, Common starting date is 06/22/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WCC-PA (WESCO International Inc) 3.28%
Sep 2021 – Sep 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
WCC-PA (WESCO International Inc) 9.62%
Jul 2020 – Jul 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return