Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WESFX (Wildermuth Endowment Strategy Fund) | NA | -24.09% | -6.11% | -2.89% | NA | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WESFX (Wildermuth Endowment Strategy Fund) | 01/05/2015 | 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 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -24.09 | -6.11 | -2.89 | NA | NA | NA | … | … | -21.68 | -4.87 | 0.82 | -5.13 | 9.68 | 1.88 | 13.22 | 10.61 | 9.02 |
| Sharpe Ratio | NA | -2.40 | -1.06 | -0.61 | NA | NA | NA | … | … | -2.40 | -1.86 | 0.12 | -0.75 | 1.82 | 0.08 | 3.32 | 1.16 | 0.95 |
| Standard Deviation(%) | NA | 11.66 | 7.28 | 6.90 | NA | NA | NA | … | … | 12.92 | 3.37 | 6.88 | 7.13 | 4.57 | 6.73 | 3.81 | 8.92 | 9.50 |
| Draw Down(%) | NA | 24.26 | 24.85 | 24.85 | NA | NA | NA | … | … | 21.87 | 5.52 | 5.63 | 8.71 | 1.80 | 5.02 | 1.22 | 7.88 | 9.55 |
| Yield(%) | 0.00 | 2.47 | 3.46 | 2.95 | 2.84 | 1.89 | 1.42 | … | … | 1.03 | 2.54 | 6.65 | 0.61 | 2.86 | 2.69 | 3.05 | 1.72 | 1.11 |
Data as of 10/16/2023, Common starting date is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WESFX (Wildermuth Endowment Strategy Fund) |
-6.38%
Jul 2020 – Jul 2023 |
-3.26%
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 |
|---|---|---|---|---|
| WESFX (Wildermuth Endowment Strategy Fund) |
11.28%
Jan 2016 – Jan 2019 |
7.87%
Feb 2015 – Feb 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart