Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCRS (Western Capital Resources Inc) | 7.03% | 20.50% | 56.19% | 22.40% | 21.95% | NA | NA | … | … |
Data as of 04/10/2026, Common starting date is 02/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCRS (Western Capital Resources Inc) | 02/13/2013 | 04/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.50 | 56.19 | 22.40 | 21.95 | NA | NA | … | … | 7.03 | 79.92 | 102.62 | -7.65 | -32.54 | 13.42 | 57.54 | 34.21 | -23.53 | -2.67 | 43.69 | 6.06 | 37.50 | 118.18 |
| Sharpe Ratio | NA | 0.43 | 1.21 | 0.41 | 0.26 | NA | NA | … | … | 2.10 | 1.46 | 1.82 | -0.91 | -0.53 | 0.32 | 0.76 | 0.75 | -0.21 | -0.05 | 0.28 | 0.08 | 0.05 | 0.50 |
| Standard Deviation(%) | NA | 41.48 | 43.74 | 48.21 | 77.95 | NA | NA | … | … | 12.20 | 53.11 | 54.38 | 12.52 | 64.80 | 42.46 | 74.73 | 43.73 | 116.75 | 62.55 | 155.84 | 71.20 | 743.98 | 286.40 |
| Draw Down(%) | NA | 26.57 | 30.46 | 49.51 | 74.36 | NA | NA | … | … | 0.00 | 30.46 | 14.29 | 11.41 | 47.76 | 18.89 | 20.96 | 19.53 | 61.07 | 40.40 | 64.29 | 43.00 | 96.36 | 73.33 |
| Yield(%) | 0.00 | 0.70 | 2.23 | 1.57 | 4.06 | 7.38 | 5.54 | … | … | 0.16 | 1.11 | 2.22 | 2.40 | 1.39 | 1.56 | 2.84 | 5.88 | 4.21 | 2.40 | 0.85 | 0.00 | 0.00 | 0.00 |
Data as of 04/10/2026, Common starting date is 02/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCRS (Western Capital Resources Inc) |
-13.23%
Jan 2021 – Jan 2024 |
-3.28%
Mar 2015 – Mar 2020 |
4.78%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCRS (Western Capital Resources Inc) |
84.20%
Apr 2013 – Apr 2016 |
40.83%
Apr 2013 – Apr 2018 |
23.70%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart