Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WK (Workiva Inc.) | -43.13% | -27.77% | -21.05% | -11.79% | 13.40% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WK (Workiva Inc.) | 12/15/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.33 | -27.77 | -21.05 | -11.79 | 13.40 | NA | NA | … | … | -43.13 | -20.14 | 9.46 | 20.91 | -35.65 | 42.43 | 117.88 | 15.88 | 67.71 | 56.78 | -22.31 | 31.12 | -4.22 |
| Sharpe Ratio | NA | -0.57 | -0.54 | -0.32 | 0.29 | NA | NA | … | … | -1.57 | -0.46 | 0.09 | 0.50 | -0.63 | 1.00 | 2.19 | 0.38 | 1.55 | 2.16 | -0.54 | 0.85 | -3.20 |
| Standard Deviation(%) | NA | 49.10 | 41.76 | 45.35 | 43.13 | NA | NA | … | … | 48.79 | 51.00 | 33.34 | 33.36 | 58.90 | 42.40 | 53.50 | 38.60 | 42.75 | 26.14 | 41.69 | 36.75 | 19.62 |
| Draw Down(%) | NA | 52.51 | 61.40 | 72.45 | 72.45 | NA | NA | … | … | 51.54 | 45.74 | 30.84 | 24.32 | 54.06 | 28.05 | 49.13 | 38.95 | 19.05 | 11.43 | 37.45 | 23.06 | 4.22 |
| 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 |
Data as of 06/04/2026, Common starting date is 12/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WK (Workiva Inc.) |
-19.90%
May 2023 – May 2026 |
-12.11%
May 2021 – May 2026 |
13.69%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WK (Workiva Inc.) |
72.57%
Jul 2018 – Jul 2021 |
57.07%
Dec 2016 – Dec 2021 |
23.11%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart