Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFHG (World Financial Holding Group) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 06/15/2022, Common starting date is 09/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFHG (World Financial Holding Group) | 09/09/2009 | 06/15/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | -100.00 | 0.00 | -9.09 | -26.67 | -70.47 | -0.78 | -31.82 | -21.03 | 41.94 | 33,400.00 | -9.91 | -98.77 | -85.60 | -68.75 |
| Sharpe Ratio | NA | -0.26 | -0.04 | -0.07 | 0.08 | NA | NA | … | … | 0.00 | 0.00 | -0.03 | -0.05 | -0.12 | -0.02 | -0.24 | -0.72 | 0.05 | 36.62 | -0.01 | -0.04 | -0.17 | -0.16 |
| Standard Deviation(%) | NA | 0.71 | 337.95 | 413.99 | 504.66 | NA | NA | … | … | NA | 156.26 | 323.65 | 584.96 | 620.00 | 75.33 | 132.08 | 29.39 | 905.51 | 912.19 | 815.87 | 2,550.19 | 493.76 | 627.37 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 66.67 | 88.89 | 90.65 | 97.10 | 33.33 | 67.57 | 36.82 | 99.84 | 99.64 | 99.80 | 99.98 | 99.46 | 83.59 |
| 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 |
Data as of 06/15/2022, Common starting date is 09/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFHG (World Financial Holding Group) |
-93.61%
Mar 2010 – Mar 2013 |
-36.08%
Jul 2014 – Jul 2019 |
-31.00%
Apr 2010 – Apr 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFHG (World Financial Holding Group) |
1,072.04%
Jun 2011 – Jun 2014 |
304.43%
Jun 2011 – Jun 2016 |
69.86%
Jun 2011 – Jun 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart