Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCFB (WCF Bancorp Inc) | -18.36% | -16.61% | -1.18% | -4.48% | 3.61% | 3.10% | 2.68% | … | … |
Data as of 06/04/2026, Common starting date is 08/15/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCFB (WCF Bancorp Inc) | 08/15/1994 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.30 | -16.61 | -1.18 | -4.48 | 3.61 | 3.10 | 2.68 | … | … | -18.36 | -0.94 | 11.93 | -10.57 | -5.47 | 30.03 | -17.97 | 6.93 | -11.58 | -2.86 | 103.38 | 1.91 | 8.09 | 12.27 | 24.38 | -31.22 | 45.10 | -10.21 | -15.60 | 12.53 | -3.90 | -11.47 | 0.23 | 56.14 | 26.81 | 21.21 | 1.62 | -0.17 | -15.86 | 54.38 | 17.68 | 52.63 | -23.45 |
| Sharpe Ratio | NA | -0.55 | -0.09 | -0.20 | 0.06 | NA | NA | … | … | -1.07 | -0.13 | 0.17 | -0.41 | -0.36 | 0.94 | -0.53 | 0.27 | -0.62 | -0.13 | 2.72 | 0.11 | 0.37 | 0.61 | 0.62 | -0.73 | 0.68 | -0.12 | -0.38 | 0.31 | -0.21 | -0.34 | -0.02 | 1.94 | 0.85 | 0.76 | -0.05 | -0.11 | -0.51 | 1.62 | 0.53 | 1.77 | -1.94 |
| Standard Deviation(%) | NA | 31.19 | 37.74 | 34.10 | 31.97 | NA | NA | … | … | 35.67 | 28.95 | 49.17 | 34.82 | 19.07 | 31.95 | 34.01 | 20.28 | 21.11 | 28.03 | 37.92 | 17.63 | 21.63 | 19.94 | 39.36 | 42.97 | 66.15 | 84.08 | 43.29 | 30.34 | 35.53 | 40.54 | 44.18 | 28.54 | 30.10 | 25.21 | 54.09 | 31.11 | 37.58 | 31.21 | 26.47 | 27.53 | 27.80 |
| Draw Down(%) | NA | 32.31 | 34.44 | 34.44 | 43.68 | NA | NA | … | … | 24.57 | 16.64 | 22.96 | 26.06 | 11.30 | 17.36 | 33.02 | 10.35 | 21.11 | 14.75 | 14.61 | 9.94 | 11.52 | 11.48 | 28.57 | 37.71 | 38.97 | 37.27 | 30.82 | 17.50 | 18.88 | 19.55 | 27.30 | 10.71 | 12.26 | 12.94 | 27.27 | 19.54 | 41.10 | 8.06 | 7.41 | 7.41 | 26.56 |
| Yield(%) | 0.00 | 1.38 | 2.28 | 1.92 | 2.34 | 2.09 | 2.53 | … | … | 0.00 | 1.85 | 2.85 | 2.48 | 2.31 | 2.15 | 2.33 | 2.43 | 2.11 | 2.00 | 2.04 | 1.90 | 0.00 | 0.82 | 2.98 | 5.66 | 8.97 | 5.84 | 6.55 | 7.25 | 7.36 | 6.11 | 5.78 | 6.64 | 7.14 | 7.08 | 6.74 | 5.95 | 4.76 | 6.93 | 7.05 | 9.02 | 1.01 |
Data as of 06/04/2026, Common starting date is 08/15/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCFB (WCF Bancorp Inc) |
-14.85%
May 2017 – May 2020 |
-8.24%
Sep 2004 – Sep 2009 |
-1.77%
Mar 2004 – Mar 2014 |
2.36%
May 2005 – May 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCFB (WCF Bancorp Inc) |
41.94%
Mar 2001 – Mar 2004 |
26.07%
Sep 2000 – Sep 2005 |
19.00%
Dec 1994 – Dec 2004 |
11.86%
Mar 1995 – Mar 2010 |
Annualized Rolling Returns Comparison Chart