Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDFN (Woodlands Financial Services Co) | 18.42% | 53.14% | 21.75% | 4.93% | 7.85% | 9.01% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WDFN (Woodlands Financial Services Co) | 05/10/2007 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.13 | 53.14 | 21.75 | 4.93 | 7.85 | 9.01 | NA | … | … | 18.42 | 42.69 | 3.50 | -21.68 | -7.85 | 17.17 | -12.33 | 16.60 | 5.04 | 6.06 | 7.34 | 29.99 | 1.12 | 18.68 | -21.68 | 85.91 | 62.51 | -17.53 | -37.58 | -16.25 |
| Sharpe Ratio | NA | 1.74 | 0.53 | 0.06 | 0.18 | NA | NA | … | … | 2.04 | 1.19 | 0.00 | -0.46 | -0.37 | 0.69 | -0.32 | 0.78 | 0.15 | 0.13 | 0.22 | 1.39 | 0.09 | 1.02 | -0.43 | 2.20 | 0.83 | -0.52 | -1.43 | -1.79 |
| Standard Deviation(%) | NA | 27.63 | 33.91 | 36.23 | 34.10 | NA | NA | … | … | 21.07 | 33.60 | 33.28 | 55.07 | 25.40 | 24.90 | 39.47 | 19.49 | 23.90 | 40.27 | 31.73 | 21.48 | 11.88 | 18.31 | 51.39 | 39.04 | 75.27 | 33.95 | 26.79 | 15.12 |
| Draw Down(%) | NA | 7.22 | 35.12 | 45.62 | 46.92 | NA | NA | … | … | 6.03 | 23.08 | 22.35 | 33.30 | 16.20 | 13.28 | 37.14 | 6.80 | 15.31 | 18.52 | 27.14 | 7.81 | 7.58 | 9.40 | 34.33 | 10.46 | 40.57 | 30.78 | 37.58 | 19.57 |
| Yield(%) | 0.00 | 5.40 | 5.68 | 3.63 | 4.79 | 6.12 | 3.52 | … | … | 2.11 | 5.80 | 5.66 | 4.15 | 4.25 | 2.93 | 3.20 | 3.54 | 4.07 | 2.96 | 3.00 | 3.58 | 3.49 | 3.90 | 3.46 | 4.00 | 5.33 | 4.17 | 2.52 | 1.04 |
Data as of 06/03/2026, Common starting date is 05/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDFN (Woodlands Financial Services Co) |
-19.03%
Feb 2021 – Feb 2024 |
-7.55%
Feb 2019 – Feb 2024 |
0.84%
Feb 2014 – Feb 2024 |
5.50%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDFN (Woodlands Financial Services Co) |
42.45%
Oct 2009 – Oct 2012 |
26.54%
Mar 2009 – Mar 2014 |
18.54%
Feb 2010 – Feb 2020 |
11.20%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison Chart