Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFCL (1867 Western Financial Corp) | NA | 57.40% | 18.15% | 6.63% | 10.92% | NA | NA | … | … |
Data as of 12/19/2025, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFCL (1867 Western Financial Corp) | 09/26/2012 | 12/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 57.40 | 18.15 | 6.63 | 10.92 | NA | NA | … | … | 55.98 | -2.13 | 7.16 | -37.85 | 34.79 | -20.11 | 0.00 | 37.10 | 61.04 | 16.67 | 15.79 | 12.87 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.67 | 0.26 | 0.09 | 0.22 | NA | NA | … | … | 0.67 | -0.11 | 0.27 | -0.88 | 1.16 | -0.41 | -0.07 | 1.25 | 2.87 | 0.55 | 1.07 | 1.54 | -0.01 | 0.00 |
| Standard Deviation(%) | NA | 81.27 | 55.67 | 50.01 | 41.80 | NA | NA | … | … | 82.44 | 50.53 | 13.17 | 44.79 | 29.98 | 49.95 | 21.66 | 28.77 | 21.16 | 29.74 | 14.66 | 8.37 | 4.38 | NA |
| Draw Down(%) | NA | 28.24 | 28.24 | 46.82 | 54.17 | NA | NA | … | … | 28.24 | 26.33 | 6.67 | 45.64 | 12.50 | 48.33 | 16.47 | 11.46 | 4.35 | 17.86 | 0.00 | 0.99 | 2.88 | 0.00 |
| Yield(%) | 0.00 | 2.41 | 2.20 | 1.68 | 1.72 | 1.50 | 1.12 | … | … | 1.50 | 2.08 | 2.09 | 1.27 | 1.41 | 0.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/19/2025, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFCL (1867 Western Financial Corp) |
-14.06%
Oct 2021 – Oct 2024 |
-9.46%
Jan 2019 – Jan 2024 |
7.15%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFCL (1867 Western Financial Corp) |
39.71%
Aug 2015 – Aug 2018 |
28.94%
Sep 2013 – Sep 2018 |
11.40%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart