Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEX (WEX Inc.) | -0.52% | 8.63% | -5.17% | -5.93% | 4.54% | 7.55% | 8.62% | … | … |
Data as of 06/05/2026, Common starting date is 02/16/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEX (WEX Inc.) | 02/16/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.24 | 8.63 | -5.17 | -5.93 | 4.54 | 7.55 | 8.62 | … | … | -0.52 | -12.66 | -11.05 | 18.88 | 16.57 | -31.02 | -2.83 | 49.53 | -0.83 | 26.55 | 26.24 | -10.63 | -0.11 | 31.39 | 38.85 | 18.00 | 44.38 | 152.86 | -64.50 | 13.86 | 41.68 | 28.65 |
| Sharpe Ratio | NA | 0.14 | -0.22 | -0.23 | 0.07 | NA | NA | … | … | -0.18 | -0.35 | -0.60 | 0.54 | 0.40 | -0.85 | -0.04 | 1.79 | -0.08 | 1.27 | 0.76 | -0.40 | 0.00 | 1.34 | 1.37 | 0.43 | 1.31 | 2.84 | -0.92 | 0.40 | 1.23 | 1.10 |
| Standard Deviation(%) | NA | 38.15 | 37.33 | 37.11 | 40.38 | NA | NA | … | … | 49.15 | 44.63 | 29.41 | 27.39 | 38.59 | 36.57 | 80.87 | 27.18 | 27.90 | 20.57 | 34.03 | 26.90 | 27.70 | 23.43 | 28.62 | 42.06 | 33.92 | 53.81 | 70.89 | 27.49 | 31.34 | 28.44 |
| Draw Down(%) | NA | 27.53 | 53.15 | 53.15 | 64.60 | NA | NA | … | … | 27.53 | 39.25 | 30.87 | 19.53 | 30.43 | 46.23 | 64.60 | 14.56 | 34.57 | 17.61 | 34.29 | 28.56 | 20.27 | 15.02 | 18.65 | 36.27 | 19.18 | 21.51 | 75.80 | 16.32 | 24.78 | 14.07 |
| 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 |
Data as of 06/05/2026, Common starting date is 02/16/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEX (WEX Inc.) |
-22.90%
Jan 2006 – Jan 2009 |
-6.46%
Feb 2021 – Feb 2026 |
1.47%
Apr 2015 – Apr 2025 |
6.76%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEX (WEX Inc.) |
67.42%
Jan 2009 – Jan 2012 |
54.21%
Nov 2008 – Nov 2013 |
30.05%
Jan 2009 – Jan 2019 |
21.04%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart