Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHFBZ | NA | -100.00% | -100.00% | NA | NA | NA | NA | … | … |
Data as of 12/27/2021, Common starting date is 12/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHFBZ | 12/03/2018 | 12/27/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | NA | NA | NA | NA | … | … | -100.00 | -2.34 | 7.76 | -1.49 |
| Sharpe Ratio | NA | 0.91 | 0.31 | NA | NA | NA | NA | … | … | 0.88 | -0.07 | 0.32 | -4.81 |
| Standard Deviation(%) | NA | 6.48 | 22.90 | NA | NA | NA | NA | … | … | 6.45 | 34.63 | 19.61 | 4.06 |
| Draw Down(%) | NA | 100.00 | 100.00 | NA | NA | NA | NA | … | … | 100.00 | 31.05 | 10.19 | 1.49 |
| Yield(%) | NA | 6.28 | 6.71 | 3.98 | 1.99 | 1.33 | 0.99 | … | … | 6.29 | 6.15 | 6.87 | 0.00 |
Data as of 12/27/2021, Common starting date is 12/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHFBZ (WHFBZ) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHFBZ (WHFBZ) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart