Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHGRF (WH Group Limited) | NA | 46.98% | 88.41% | 59.47% | 36.04% | NA | NA | … | … |
Data as of 10/08/2025, Common starting date is 06/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHGRF (WH Group Limited) | 06/18/2015 | 10/08/2025 |
| 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 (%) | 7.22 | 46.98 | 88.41 | 59.47 | 36.04 | NA | NA | … | … | 43.90 | 127.51 | 140.13 | 25.52 | -20.84 | -16.68 | 36.87 | -30.01 | 82.13 | 85.05 | -21.42 |
| Sharpe Ratio | NA | 0.98 | 1.46 | 0.85 | 0.10 | NA | NA | … | … | 1.15 | 2.40 | 1.93 | 0.53 | -0.39 | -0.01 | 0.35 | -0.58 | 2.05 | 2.34 | -0.87 |
| Standard Deviation(%) | NA | 44.66 | 58.31 | 67.71 | 362.53 | NA | NA | … | … | 50.30 | 51.69 | 71.52 | 45.34 | 53.81 | 1,130.32 | 102.08 | 54.15 | 39.98 | 36.19 | 41.49 |
| Draw Down(%) | NA | 20.49 | 23.88 | 39.99 | 99.98 | NA | NA | … | … | 20.49 | 18.18 | 18.75 | 26.78 | 33.20 | 99.98 | 41.93 | 44.43 | 16.81 | 2.60 | 29.58 |
| Yield(%) | 0.00 | 12.88 | 38.55 | 32.54 | 28.56 | 14.48 | 10.86 | … | … | 12.60 | 57.59 | 54.39 | 32.35 | 8.28 | 4.07 | 4.00 | 3.57 | 27.16 | 30.47 | 0.00 |
Data as of 10/08/2025, Common starting date is 06/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGRF (WH Group Limited) |
-13.53%
Apr 2019 – Apr 2022 |
-4.87%
Oct 2017 – Oct 2022 |
31.66%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGRF (WH Group Limited) |
91.11%
Mar 2022 – Mar 2025 |
50.83%
Aug 2020 – Aug 2025 |
35.09%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart