Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WF (Woori Financial Group Inc.) | 4.54% | 41.00% | 40.54% | 21.64% | 14.12% | 7.55% | 3.63% | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WF (Woori Financial Group Inc.) | 10/02/2003 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 41.00 | 40.54 | 21.64 | 14.12 | 7.55 | 3.63 | … | … | 4.54 | 99.49 | 16.82 | 13.14 | -7.19 | 18.91 | -6.27 | -24.10 | -5.75 | 44.90 | 46.10 | -12.69 | -25.48 | 14.93 | 39.49 | -39.60 | 17.06 | 154.10 | -76.08 | -16.88 | 19.59 | 141.29 | 37.58 | 19.00 |
| Sharpe Ratio | NA | 1.28 | 1.25 | 0.66 | 0.37 | NA | NA | … | … | 0.16 | 3.36 | 0.44 | 0.39 | -0.24 | 0.63 | -0.13 | -0.71 | -0.24 | 1.68 | 1.48 | -0.37 | -0.83 | 0.50 | 1.06 | -0.87 | 0.38 | 1.78 | -0.70 | -0.47 | 0.53 | 3.61 | 0.93 | 1.97 |
| Standard Deviation(%) | NA | 34.14 | 29.82 | 30.95 | 33.46 | NA | NA | … | … | 38.55 | 29.43 | 30.12 | 24.48 | 36.11 | 30.21 | 49.55 | 36.04 | 30.37 | 26.41 | 31.07 | 34.12 | 30.71 | 30.07 | 37.51 | 45.81 | 44.83 | 86.58 | 109.46 | 42.96 | 30.66 | 38.46 | 39.49 | 51.83 |
| Draw Down(%) | NA | 27.97 | 27.97 | 43.52 | 68.20 | NA | NA | … | … | 27.97 | 11.56 | 16.63 | 24.64 | 43.52 | 14.89 | 48.41 | 34.45 | 21.64 | 22.99 | 15.33 | 28.00 | 35.65 | 30.90 | 29.60 | 48.32 | 33.19 | 45.26 | 85.95 | 38.29 | 30.92 | 16.59 | 34.72 | 14.51 |
| Yield(%) | 0.00 | 1.65 | 9.01 | 6.40 | 5.90 | 2.89 | 1.53 | … | … | 0.00 | 8.22 | 13.80 | 3.01 | 6.94 | 1.45 | 3.18 | 4.14 | 0.00 | 5.15 | 4.88 | 4.82 | 3.05 | 0.00 | 2.64 | 1.53 | 1.38 | 2.24 | 0.00 | 0.00 | 0.00 | 3.56 | 1.69 | 3.88 |
Data as of 06/04/2026, Common starting date is 10/02/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WF (Woori Financial Group Inc.) |
-41.68%
Feb 2006 – Feb 2009 |
-18.61%
Dec 2006 – Dec 2011 |
-8.13%
Feb 2006 – Feb 2016 |
-5.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WF (Woori Financial Group Inc.) |
67.43%
Jul 2004 – Jul 2007 |
32.38%
Feb 2021 – Feb 2026 |
18.89%
Feb 2016 – Feb 2026 |
10.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart