Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WEC (WEC Energy Group, Inc.) 7.27% 8.74% 12.18% 7.07% 9.76% 12.81% 12.55% … …
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
Name Start Date End Date
WEC (WEC Energy Group, Inc.) 03/17/1980 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 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980
Annualized Return (%) -0.39 8.74 12.18 7.07 9.76 12.81 12.55 … … 7.27 15.96 16.11 -7.00 -0.45 8.66 2.49 37.05 7.88 17.11 19.23 2.19 32.05 16.12 8.91 22.90 21.71 22.51 -11.73 4.86 24.21 18.70 3.39 36.73 15.48 3.67 25.38 -38.77 9.35 6.98 -12.24 18.36 -5.91 3.77 -32.48 24.11 -1.17 18.52 20.00 -14.49 32.39 27.71 13.18 20.88 -16.51 22.47 11.95
Sharpe Ratio NA 0.38 0.53 0.23 0.38 NA NA … … 0.98 0.78 0.74 -0.54 -0.08 0.44 0.05 2.49 0.38 1.42 1.05 0.11 1.92 1.12 0.78 1.21 1.35 1.14 -0.42 0.10 1.55 1.12 0.17 2.16 0.59 0.06 0.74 -1.99 0.31 0.18 -0.95 0.95 -0.47 0.11 -0.85 1.50 -0.43 0.94 0.97 -0.64 1.53 1.51 0.41 0.79 -0.53 0.58 0.30
Standard Deviation(%) NA 14.89 17.31 18.99 21.73 NA NA … … 16.05 16.94 16.85 20.00 23.11 19.56 43.41 14.28 17.38 11.63 18.05 20.52 16.71 14.36 11.47 18.84 16.02 19.59 29.97 16.83 13.50 14.69 13.87 16.64 24.47 21.14 28.57 21.17 19.18 18.43 16.54 15.10 19.02 15.07 40.94 13.37 15.51 13.32 15.51 28.99 18.23 14.71 14.92 18.30 45.55 20.61 23.78
Draw Down(%) NA 11.22 16.01 26.02 32.31 NA NA … … 7.31 11.22 10.77 20.55 23.64 11.68 32.31 10.84 10.43 6.35 14.96 20.02 13.39 12.12 11.10 12.44 10.13 19.80 22.23 15.44 8.42 9.00 12.29 13.65 21.28 14.09 19.39 38.77 10.38 16.22 17.65 9.09 15.00 9.79 38.20 8.70 15.63 7.31 8.10 24.68 17.77 16.15 10.22 9.50 37.84 12.83 24.76
Yield(%) 0.00 3.49 3.94 3.46 4.62 7.92 9.88 … … 1.79 3.80 3.87 3.31 3.03 3.00 2.79 3.49 3.36 3.56 4.82 4.53 3.83 3.84 3.47 3.54 3.22 3.18 2.26 2.09 2.31 2.61 2.48 3.12 3.49 3.64 7.19 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 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 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WEC (WEC Energy Group, Inc.) -12.97%
Dec 1991 – Dec 1994 		-9.22%
May 1992 – May 1997 		-4.96%
Dec 1989 – Dec 1999 		-1.30%
Jul 1986 – Jul 2001
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WEC (WEC Energy Group, Inc.) 36.76%
Aug 1983 – Aug 1986 		23.38%
Apr 2009 – Apr 2014 		19.94%
Oct 2009 – Oct 2019 		16.32%
Nov 2002 – Nov 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return