Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WD (Walker & Dunlop, Inc.) | -11.57% | -20.05% | -7.46% | -9.81% | 10.17% | 11.28% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/16/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WD (Walker & Dunlop, Inc.) | 12/16/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.73 | -20.05 | -7.46 | -9.81 | 10.17 | 11.28 | NA | … | … | -11.57 | -35.86 | -10.15 | 45.98 | -46.80 | 67.01 | 45.95 | 52.69 | -7.56 | 52.24 | 8.30 | 64.25 | 8.47 | -2.94 | 32.64 | 24.48 | 2.85 |
| Sharpe Ratio | NA | -0.64 | -0.33 | -0.35 | 0.20 | NA | NA | … | … | -0.68 | -1.09 | -0.46 | 1.12 | -1.19 | 1.80 | 0.60 | 1.98 | -0.25 | 1.48 | 0.21 | 1.74 | 0.30 | -0.08 | 1.08 | 0.65 | 7.56 |
| Standard Deviation(%) | NA | 41.23 | 36.57 | 37.03 | 41.55 | NA | NA | … | … | 49.48 | 35.79 | 30.25 | 38.16 | 40.74 | 37.15 | 75.19 | 25.92 | 36.36 | 35.04 | 37.84 | 36.90 | 27.76 | 38.11 | 30.35 | 37.68 | 13.64 |
| Draw Down(%) | NA | 49.57 | 60.82 | 68.33 | 68.49 | NA | NA | … | … | 33.73 | 35.86 | 19.24 | 37.29 | 49.31 | 15.19 | 68.49 | 13.01 | 36.70 | 17.02 | 32.09 | 17.27 | 24.97 | 42.15 | 17.86 | 21.91 | 1.51 |
| Yield(%) | 0.00 | 3.98 | 3.63 | 2.49 | 6.90 | 8.68 | 8.64 | … | … | 2.32 | 2.81 | 2.40 | 3.16 | 1.61 | 2.29 | 2.23 | 2.77 | 1.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/16/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WD (Walker & Dunlop, Inc.) |
-16.65%
Feb 2023 – Feb 2026 |
-12.98%
Mar 2021 – Mar 2026 |
6.86%
Feb 2016 – Feb 2026 |
10.65%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WD (Walker & Dunlop, Inc.) |
57.91%
Sep 2014 – Sep 2017 |
46.68%
Dec 2016 – Dec 2021 |
29.35%
Nov 2011 – Nov 2021 |
11.57%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart