Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEIFX (Wildermuth Endowment Strategy Fund Cl I) | -75.69% | -86.34% | -65.16% | -49.04% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEIFX (Wildermuth Endowment Strategy Fund Cl I) | 05/01/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.22 | -86.34 | -65.16 | -49.04 | NA | NA | NA | … | … | -75.69 | -48.73 | -59.47 | -31.84 | -3.07 | 7.68 | -5.40 | 13.29 | 3.75 | 8.36 |
| Sharpe Ratio | NA | -0.69 | -0.78 | -0.78 | NA | NA | NA | … | … | -0.53 | -1.09 | -0.92 | -2.23 | -1.45 | 2.02 | -0.61 | 2.64 | 0.37 | 3.38 |
| Standard Deviation(%) | NA | 129.47 | 88.06 | 66.33 | NA | NA | NA | … | … | 184.81 | 48.05 | 72.16 | 16.27 | 3.09 | 3.79 | 9.23 | 4.50 | 6.67 | 3.55 |
| Draw Down(%) | NA | 86.42 | 95.78 | 96.69 | NA | NA | NA | … | … | 75.69 | 48.73 | 59.47 | 34.50 | 3.86 | 2.35 | 13.04 | 1.78 | 5.07 | 1.22 |
| Yield(%) | 0.00 | 0.00 | 0.32 | 1.89 | 2.06 | 1.37 | 1.03 | … | … | 0.00 | 0.00 | 0.00 | 1.02 | 2.52 | 6.62 | 0.60 | 3.11 | 2.68 | 2.51 |
Data as of 06/05/2026, Common starting date is 05/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEIFX (Wildermuth Endowment Strategy Fund Cl I) |
-66.51%
Apr 2023 – Apr 2026 |
-48.35%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEIFX (Wildermuth Endowment Strategy Fund Cl I) |
5.02%
Jun 2017 – Jun 2020 |
5.34%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart