Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHWRF (World Houseware (Holdings) Limited) | NA | 0.00% | -17.79% | 10.76% | -2.59% | 4.73% | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/12/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHWRF (World Houseware (Holdings) Limited) | 03/12/2010 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -17.79 | 10.76 | -2.59 | 4.73 | NA | … | … | 0.00 | 66.67 | -66.67 | 0.00 | 200.00 | -33.33 | -30.77 | -18.75 | -11.11 | 18.42 | 52.00 | 66.67 | 50.00 | 0.00 | -50.00 | 0.00 |
| Sharpe Ratio | NA | 0.00 | -0.36 | 0.12 | -0.07 | NA | NA | … | … | 0.00 | 1.18 | -0.80 | 0.00 | 1.53 | -0.83 | -1.03 | -0.96 | -0.32 | 0.34 | 0.72 | 1.34 | 0.75 | 0.00 | -0.13 | 0.00 |
| Standard Deviation(%) | NA | 51.29 | 59.08 | 74.31 | 59.42 | NA | NA | … | … | NA | 51.29 | 88.63 | NA | 130.78 | 40.47 | 31.26 | 20.81 | 37.26 | 52.67 | 72.68 | 49.84 | 66.63 | 143.22 | 356.43 | 409.58 |
| Draw Down(%) | NA | 0.00 | 66.67 | 72.73 | 72.73 | NA | NA | … | … | 0.00 | 0.00 | 66.67 | 0.00 | 18.18 | 33.33 | 30.77 | 18.75 | 22.22 | 34.21 | 28.75 | 14.29 | 35.90 | 62.50 | 69.23 | 50.00 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 03/12/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHWRF (World Houseware (Holdings) Limited) |
-35.15%
Mar 2021 – Mar 2024 |
-18.02%
Nov 2015 – Nov 2020 |
-2.84%
Sep 2010 – Sep 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHWRF (World Houseware (Holdings) Limited) |
56.05%
Dec 2012 – Dec 2015 |
36.56%
Aug 2012 – Aug 2017 |
17.46%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
