Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WH (Wyndham Hotels & Resorts, Inc.) 6.04% -0.38% 5.55% 2.87% NA NA NA
Data as of 06/04/2026, Common starting date is 05/18/2018
More Performance Analytics Comparison
Name Start Date End Date
WH (Wyndham Hotels & Resorts, Inc.) 05/18/2018 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
Annualized Return (%) -3.53 -0.38 5.55 2.87 NA NA NA 6.04 -23.54 27.70 14.94 -19.06 52.61 -4.08 39.95 -29.23
Sharpe Ratio NA -0.17 0.11 0.02 NA NA NA 0.47 -0.85 0.95 0.46 -0.57 1.89 -0.06 1.71 -1.48
Standard Deviation(%) NA 29.33 28.00 29.40 NA NA NA 32.06 31.15 25.46 24.63 35.79 27.84 67.98 22.52 30.10
Draw Down(%) NA 24.30 37.17 37.17 NA NA NA 14.06 37.17 16.25 19.64 34.11 13.33 65.32 20.03 33.61
Yield(%) 0.00 2.03 2.15 1.85 1.39 0.93 0.70 0.57 1.64 1.89 2.00 1.43 1.51 0.89 1.28 1.16
Data as of 06/04/2026, Common starting date is 05/18/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WH (Wyndham Hotels & Resorts, Inc.) -0.27%
May 2021 – May 2024
3.19%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WH (Wyndham Hotels & Resorts, Inc.) 30.82%
Mar 2020 – Mar 2023
25.39%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return