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
WJXFF (Wajax Corporation) 10.95% 38.97% 14.26% 7.77% 11.23% 1.86% NA
Data as of 06/04/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
Name Start Date End Date
WJXFF (Wajax Corporation) 01/06/2010 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 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 2.40 38.97 14.26 7.77 11.23 1.86 NA 10.95 46.79 -35.16 66.74 -17.52 46.23 28.22 2.53 -36.75 20.25 50.93 -51.81 -17.10 -9.97 16.15 4.41 89.05
Sharpe Ratio NA 1.02 0.28 0.12 0.24 NA NA 0.65 1.34 -0.88 1.99 -0.45 0.70 0.47 0.04 -1.20 0.61 1.04 -1.21 -0.71 -0.31 0.58 0.11 2.60
Standard Deviation(%) NA 30.44 36.93 43.50 42.93 NA NA 35.59 32.85 43.95 31.96 42.46 66.17 59.82 30.19 31.88 32.36 48.61 42.74 24.21 31.78 27.78 39.33 34.75
Draw Down(%) NA 20.51 52.54 52.54 80.10 NA NA 20.51 27.11 40.11 17.55 30.53 26.57 68.66 26.06 44.35 20.63 26.97 55.91 26.09 35.48 18.96 40.59 22.78
Yield(%) 0.00 6.16 5.42 4.65 6.37 3.14 4.92 1.29 6.81 3.34 6.69 5.64 4.52 6.57 6.44 3.87 4.54 6.51 3.66 6.29 6.08 7.60 5.70 8.16
Data as of 06/04/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WJXFF (Wajax Corporation) -33.63%
Jan 2013 – Jan 2016
-21.09%
Mar 2015 – Mar 2020
-10.76%
Mar 2010 – Mar 2020
0.98%
Mar 2010 – Mar 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WJXFF (Wajax Corporation) 68.93%
Mar 2020 – Mar 2023
31.52%
May 2020 – May 2025
13.16%
Feb 2016 – Feb 2026
4.05%
May 2010 – May 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return