Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WIREX (WIRELESS FUND WIRELESS FUND) | 12.78% | 20.65% | 25.19% | 10.49% | 13.18% | 12.03% | 10.66% | 2.36% |
Data as of 07/31/2025, AR inception is 05/10/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WIREX (WIRELESS FUND WIRELESS FUND) | 05/10/2000 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.98 | 20.65 | 25.19 | 10.49 | 13.18 | 12.03 | 10.66 | 2.36 | 12.78 | 35.67 | 57.71 | -38.82 | 5.00 | 26.67 | 37.03 | -4.47 | 29.76 | 7.01 | 3.56 | 10.91 | 22.63 | 15.69 | -14.01 | 14.80 | 56.79 | -53.45 | 31.82 | 26.92 | 9.19 | -5.22 | 77.88 | -55.25 | -54.26 | -33.37 |
| Sharpe Ratio | NA | 0.72 | 0.89 | 0.32 | 0.45 | NA | NA | 0.03 | 0.59 | 1.24 | 2.62 | -1.14 | 0.18 | 0.66 | 1.89 | -0.27 | 3.15 | 0.43 | 0.22 | 0.80 | 2.07 | 1.03 | -0.58 | 0.74 | 1.70 | -1.10 | 1.30 | 1.31 | 0.48 | -0.22 | 2.41 | -1.10 | -0.98 | -0.74 |
| Standard Deviation(%) | NA | 28.84 | 26.39 | 28.31 | 25.39 | NA | NA | 30.56 | 32.20 | 23.39 | 20.62 | 35.44 | 27.16 | 40.07 | 18.81 | 21.17 | 9.29 | 15.87 | 16.11 | 13.61 | 10.93 | 15.33 | 24.32 | 19.88 | 33.28 | 49.38 | 22.22 | 18.11 | 14.56 | 27.50 | 31.97 | 51.29 | 58.45 | 68.58 |
| Draw Down(%) | NA | 26.65 | 26.65 | 49.01 | 49.01 | NA | NA | 92.02 | 26.65 | 16.64 | 11.98 | 40.92 | 16.49 | 30.18 | 12.36 | 19.26 | 5.38 | 11.08 | 14.47 | 8.08 | 7.77 | 13.61 | 23.72 | 11.79 | 22.10 | 61.35 | 11.76 | 19.17 | 19.95 | 42.74 | 19.25 | 68.59 | 67.32 | 54.68 |
| Yield(%) | 0.00 | 2.04 | 1.29 | 0.65 | 4.06 | 4.47 | 4.65 | 0.88 | 0.00 | 2.71 | 0.71 | 0.00 | 0.00 | 0.00 | 23.99 | 4.92 | 0.00 | 0.00 | 0.00 | 3.23 | 0.19 | 0.00 | 0.00 | 0.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/31/2025, AR inception is 05/10/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIREX (WIRELESS FUND WIRELESS FUND) |
-45.38%
Jun 2000 - Jun 2003 |
-29.01%
Aug 2000 - Aug 2005 |
-13.56%
Aug 2000 - Aug 2010 |
-6.35%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIREX (WIRELESS FUND WIRELESS FUND) |
29.81%
Sep 2004 - Sep 2007 |
30.35%
Sep 2002 - Sep 2007 |
15.77%
Nov 2011 - Nov 2021 |
14.31%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart