Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WIGBY (WiseTech Global Limited) -36.97% -59.59% -3.67% 5.93% NA NA NA
Data as of 06/04/2026, Common starting date is 03/25/2019
More Performance Analytics Comparison
Name Start Date End Date
WIGBY (WiseTech Global Limited) 03/25/2019 06/04/2026
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
Annualized Return (%) 16.57 -59.59 -3.67 5.93 NA NA NA -36.97 -48.76 104.44 35.61 -17.96 195.93 -41.36 35.09
Sharpe Ratio NA -0.92 -0.19 0.00 NA NA NA -1.03 -0.71 1.95 0.93 -0.72 2.98 -0.56 1.35
Standard Deviation(%) NA 73.99 62.25 51.99 NA NA NA 77.80 72.49 51.76 34.84 26.99 65.78 74.18 34.13
Draw Down(%) NA 69.07 72.30 72.30 NA NA NA 46.64 57.08 21.71 4.18 23.05 9.34 58.87 0.00
Yield(%) 0.00 0.20 0.39 0.48 0.34 0.23 0.17 0.15 0.16 0.26 0.30 0.19 0.36 0.09 0.06
Data as of 06/04/2026, Common starting date is 03/25/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WIGBY (WiseTech Global Limited) -8.47%
May 2023 – May 2026
2.73%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WIGBY (WiseTech Global Limited) 51.35%
Apr 2020 – Apr 2023
44.87%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return