Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHGPF (Warehouse Group Ltd) | NA | -30.77% | -34.07% | -14.18% | -8.02% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHGPF (Warehouse Group Ltd) | 06/08/2015 | 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 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -30.77 | -34.07 | -14.18 | -8.02 | NA | NA | … | … | -6.90 | -44.73 | -42.14 | -25.88 | 110.96 | -12.12 | 31.99 | -19.26 | 8.88 | 19.42 | -23.52 |
| Sharpe Ratio | NA | -1.35 | -0.90 | -0.40 | -0.29 | NA | NA | … | … | -1.47 | -1.17 | -0.78 | -0.90 | 2.30 | -0.95 | 1.59 | -0.92 | 1.37 | 1.77 | -0.95 |
| Standard Deviation(%) | NA | 24.99 | 41.75 | 41.12 | 32.46 | NA | NA | … | … | 8.36 | 41.19 | 58.70 | 30.37 | 48.33 | 12.95 | 19.19 | 22.39 | 6.02 | 10.87 | 39.56 |
| Draw Down(%) | NA | 30.77 | 71.34 | 78.47 | 78.47 | NA | NA | … | … | 6.90 | 44.73 | 44.67 | 30.00 | 6.56 | 12.12 | 0.00 | 22.91 | 0.00 | 0.00 | 25.73 |
| Yield(%) | 0.00 | 0.00 | 2.12 | 5.59 | 4.80 | 3.20 | 2.40 | … | … | 0.00 | 2.63 | 2.34 | 4.26 | 14.59 | 0.00 | 10.56 | 4.52 | 8.33 | 17.17 | 2.88 |
Data as of 09/26/2025, Common starting date is 06/08/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGPF (Warehouse Group Ltd) |
-39.57%
Mar 2022 – Mar 2025 |
-16.37%
Mar 2020 – Mar 2025 |
-8.02%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGPF (Warehouse Group Ltd) |
34.75%
Nov 2018 – Nov 2021 |
17.36%
Oct 2016 – Oct 2021 |
-8.02%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart