Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEFCX (Wildermuth Endowment Strategy Fund Class) | NA | -24.52% | -6.75% | -3.62% | NA | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 03/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEFCX (Wildermuth Endowment Strategy Fund Class) | 03/15/2016 | 10/16/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -24.52 | -6.75 | -3.62 | NA | NA | NA | … | … | -21.98 | -5.66 | -0.31 | -6.00 | 9.03 | 1.12 | 12.36 | 11.16 |
| Sharpe Ratio | NA | -2.44 | -1.14 | -0.72 | NA | NA | NA | … | … | -2.42 | -2.09 | -0.05 | -0.87 | 1.70 | -0.03 | 3.07 | 1.88 |
| Standard Deviation(%) | NA | 11.66 | 7.28 | 6.89 | NA | NA | NA | … | … | 12.94 | 3.38 | 7.08 | 7.11 | 4.52 | 6.81 | 3.84 | 7.37 |
| Draw Down(%) | NA | 24.72 | 25.57 | 25.68 | NA | NA | NA | … | … | 22.20 | 6.04 | 5.96 | 9.18 | 1.84 | 5.02 | 1.23 | 3.72 |
| Yield(%) | 0.00 | 2.62 | 3.59 | 2.98 | 2.50 | 1.66 | 1.25 | … | … | 1.10 | 2.67 | 6.92 | 0.62 | 2.73 | 2.73 | 3.07 | 1.23 |
Data as of 10/16/2023, Common starting date is 03/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEFCX (Wildermuth Endowment Strategy Fund Class) |
-7.14%
Jul 2020 – Jul 2023 |
-3.98%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEFCX (Wildermuth Endowment Strategy Fund Class) |
8.97%
Dec 2016 – Dec 2019 |
6.08%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart