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
WCCP (Wealthcraft Capital Inc) NA -100.00% -100.00% -100.00% -100.00% NA NA
Data as of 08/15/2024, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
WCCP (Wealthcraft Capital Inc) 06/19/2012 08/15/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 NA NA -100.00 -60.00 150.00 -87.73 -18.50 -52.94 284.62 49.53 392.67 -25.00 0.00 0.00 0.00
Sharpe Ratio NA 0.64 0.26 -0.10 0.07 NA NA 2.69 -1.07 0.39 -0.17 -0.09 -0.27 0.89 0.19 1.64 -0.24 0.00 0.00 0.00
Standard Deviation(%) NA 202.19 344.57 313.22 280.17 NA NA 254.28 60.13 383.74 504.12 207.38 201.35 317.07 255.42 236.77 102.46 175.57 NA NA
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 60.00 88.24 97.14 61.40 78.00 76.47 70.59 83.33 50.00 61.50 0.00 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 0.00 0.00
Data as of 08/15/2024, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WCCP (Wealthcraft Capital Inc) -74.17%
Jul 2018 – Jul 2021
-59.34%
Feb 2019 – Feb 2024
-6.70%
Feb 2014 – Feb 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WCCP (Wealthcraft Capital Inc) 284.10%
Aug 2015 – Aug 2018
114.11%
Feb 2014 – Feb 2019
17.46%
Aug 2012 – Aug 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return