Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHLM (Wilhelmina) | -21.43% | -15.38% | -9.01% | -12.53% | -9.05% | -3.65% | -2.90% | … | … |
Data as of 06/05/2026, Common starting date is 07/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHLM (Wilhelmina) | 07/30/1996 | 06/05/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.38 | -9.01 | -12.53 | -9.05 | -3.65 | -2.90 | … | … | -21.43 | -1.41 | -25.00 | 16.38 | -32.57 | 14.38 | 10.87 | -28.99 | -9.89 | -26.06 | 23.07 | 18.50 | 0.00 | 150.00 | -40.00 | 33.33 | 66.67 | -30.77 | -35.00 | -4.76 | 0.00 | -30.00 | -6.25 | 23.08 | -48.00 | -75.00 | -69.23 | -40.91 | -54.17 | 66.96 | 33.72 |
| Sharpe Ratio | NA | -0.32 | -0.19 | -0.23 | -0.15 | NA | NA | … | … | -0.91 | -0.07 | -0.42 | 0.21 | -0.71 | 0.15 | 0.08 | -0.96 | -0.47 | -0.95 | -0.19 | 0.00 | -0.21 | 1.32 | -0.42 | 0.19 | 0.36 | -0.31 | -0.47 | -0.50 | -0.40 | -0.86 | -0.42 | 0.03 | -0.66 | -0.66 | -1.36 | -0.21 | -0.25 | 0.49 | 1.75 |
| Standard Deviation(%) | NA | 57.19 | 63.67 | 62.52 | 73.49 | NA | NA | … | … | 50.29 | 59.79 | 76.40 | 57.69 | 48.10 | 93.08 | 132.03 | 54.23 | 66.50 | 47.62 | 57.20 | 45.09 | 89.94 | 99.32 | 141.53 | 76.95 | 132.63 | 157.95 | 116.35 | 54.17 | 55.67 | 59.53 | 61.50 | 124.43 | 102.32 | 146.58 | 101.11 | 75.45 | 83.33 | 41.25 | 48.10 |
| Draw Down(%) | NA | 30.30 | 65.67 | 65.67 | 79.65 | NA | NA | … | … | 25.68 | 38.83 | 53.88 | 30.21 | 36.07 | 59.72 | 68.97 | 51.46 | 33.64 | 28.57 | 27.35 | 18.61 | 35.29 | 22.73 | 55.00 | 32.00 | 37.50 | 66.67 | 55.56 | 36.67 | 23.81 | 40.00 | 43.59 | 51.72 | 66.67 | 88.29 | 77.46 | 69.87 | 72.29 | 33.72 | 25.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHLM (Wilhelmina) |
-68.68%
Sep 1998 – Sep 2001 |
-60.48%
Apr 1998 – Apr 2003 |
-40.49%
Feb 1998 – Feb 2008 |
-30.22%
Feb 1998 – Feb 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHLM (Wilhelmina) |
51.61%
Oct 2012 – Oct 2015 |
27.23%
Dec 2009 – Dec 2014 |
10.75%
Oct 2006 – Oct 2016 |
5.11%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison Chart