Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEBK (Wellesley Bancorp Inc) | NA | 1.37% | 5.63% | NA | NA | NA | NA | … | … |
Data as of 06/01/2020, Common starting date is 10/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEBK (Wellesley Bancorp Inc) | 10/02/2015 | 06/01/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.31 | 1.37 | 5.63 | NA | NA | NA | NA | … | … | -25.65 | 64.74 | 8.78 | 1.00 |
| Sharpe Ratio | NA | 0.01 | 0.21 | NA | NA | NA | NA | … | … | -0.65 | 1.82 | 0.13 | 0.26 |
| Standard Deviation(%) | NA | 59.11 | 43.09 | NA | NA | NA | NA | … | … | 80.12 | 35.11 | 26.04 | 15.71 |
| Draw Down(%) | NA | 48.78 | 48.78 | NA | NA | NA | NA | … | … | 48.06 | 13.70 | 19.59 | 4.51 |
| Yield(%) | 0.00 | 0.71 | 0.58 | 0.57 | 0.28 | 0.19 | 0.14 | … | … | 0.13 | 0.83 | 0.73 | 0.16 |
Data as of 06/01/2020, Common starting date is 10/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEBK (Wellesley Bancorp Inc) |
12.04%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEBK (Wellesley Bancorp Inc) |
33.74%
Dec 2016 – Dec 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart