Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WELX (Winland Holdings Corporation) | -27.33% | -45.05% | 5.16% | -11.48% | 2.67% | 8.96% | -2.29% | … | … |
Data as of 06/05/2026, Common starting date is 04/06/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WELX (Winland Holdings Corporation) | 04/06/1994 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.66 | -45.05 | 5.16 | -11.48 | 2.67 | 8.96 | -2.29 | … | … | -27.33 | -30.10 | 48.53 | 77.08 | -56.66 | 38.87 | 172.65 | 1.74 | -28.13 | -20.00 | -3.85 | 116.67 | 60.00 | -25.00 | 81.82 | -49.43 | 12.99 | 18.46 | -71.74 | -31.75 | 0.60 | -17.08 | -19.04 | 292.07 | 32.08 | -15.20 | -44.44 | -11.11 | 1.25 | -35.48 | 55.00 | 0.00 | 33.33 |
| Sharpe Ratio | NA | -0.65 | 0.05 | -0.15 | 0.02 | NA | NA | … | … | -0.52 | -0.59 | 0.63 | 0.72 | -0.48 | 0.40 | 1.57 | 0.00 | -0.43 | -0.31 | -0.05 | 1.35 | 0.60 | -0.25 | 0.76 | -0.87 | 0.20 | 0.24 | -0.59 | -0.59 | -0.04 | -0.31 | -0.31 | 4.15 | 0.33 | -0.15 | -0.59 | -0.18 | -0.02 | -0.33 | 0.42 | -0.04 | 0.36 |
| Standard Deviation(%) | NA | 71.72 | 73.27 | 91.47 | 87.67 | NA | NA | … | … | 95.10 | 57.06 | 67.17 | 102.69 | 120.04 | 96.35 | 109.28 | 80.24 | 69.15 | 66.47 | 75.16 | 86.22 | 99.21 | 101.11 | 109.01 | 57.05 | 66.03 | 76.25 | 123.85 | 59.31 | 60.92 | 62.46 | 64.91 | 70.17 | 94.20 | 119.07 | 82.92 | 78.81 | 92.24 | 119.17 | 122.47 | 94.05 | 124.42 |
| Draw Down(%) | NA | 62.89 | 68.14 | 79.20 | 80.74 | NA | NA | … | … | 54.77 | 33.98 | 30.97 | 35.09 | 70.65 | 54.07 | 52.99 | 42.95 | 41.18 | 40.00 | 37.24 | 23.20 | 35.79 | 65.17 | 54.55 | 66.67 | 55.88 | 44.16 | 84.02 | 57.54 | 56.56 | 54.87 | 58.25 | 37.61 | 58.48 | 70.76 | 64.29 | 51.61 | 48.00 | 57.72 | 27.27 | 28.57 | 47.62 |
| Yield(%) | 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 | 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 06/05/2026, Common starting date is 04/06/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WELX (Winland Holdings Corporation) |
-51.19%
Apr 2006 – Apr 2009 |
-35.08%
Aug 2005 – Aug 2010 |
-21.41%
Nov 2003 – Nov 2013 |
-13.50%
Dec 1996 – Dec 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WELX (Winland Holdings Corporation) |
79.15%
Mar 2002 – Mar 2005 |
46.77%
May 2020 – May 2025 |
31.10%
Nov 2011 – Nov 2021 |
15.26%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart