Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFICF (Wall Financial Corporation) | NA | -10.06% | 15.53% | 4.83% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/16/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFICF (Wall Financial Corporation) | 02/16/2017 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.06 | 15.53 | 4.83 | NA | NA | NA | … | … | 0.00 | -7.79 | 67.23 | -13.93 | -6.19 | -48.75 | 37.28 | 17.42 | 26.13 |
| Sharpe Ratio | NA | -1.23 | 0.50 | 0.11 | NA | NA | NA | … | … | 0.00 | -1.05 | 1.59 | -1.03 | -0.22 | -1.35 | 0.97 | 1.79 | 1.57 |
| Standard Deviation(%) | NA | 10.65 | 24.10 | 24.07 | NA | NA | NA | … | … | NA | 10.90 | 40.32 | 15.03 | 28.25 | 36.26 | 36.94 | 9.00 | 19.12 |
| Draw Down(%) | NA | 10.06 | 11.91 | 38.92 | NA | NA | NA | … | … | 0.00 | 10.06 | 11.91 | 13.93 | 19.45 | 53.64 | 21.38 | 1.15 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 6.62 | 3.26 | 3.56 | 2.37 | 1.78 | … | … | 0.00 | 0.00 | 22.53 | 0.00 | 0.00 | 0.00 | 9.13 | 5.12 | 3.13 |
Data as of 09/26/2025, Common starting date is 02/16/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFICF (Wall Financial Corporation) |
-28.94%
Jan 2020 – Jan 2023 |
-10.09%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFICF (Wall Financial Corporation) |
15.53%
Jan 2022 – Jan 2025 |
4.78%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart