Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLDN (Willdan Group, Inc.) | -5.56% | 72.27% | 74.83% | 20.09% | 25.60% | 23.74% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/21/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLDN (Willdan Group, Inc.) | 11/21/2006 | 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 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.18 | 72.27 | 74.83 | 20.09 | 25.60 | 23.74 | NA | … | … | -5.56 | 192.12 | 78.65 | 20.45 | -49.29 | -15.59 | 31.21 | -9.15 | 46.12 | 5.98 | 169.57 | -37.88 | 154.05 | 139.19 | -43.94 | -1.00 | 68.07 | 19.60 | -71.08 | -31.20 | -5.30 |
| Sharpe Ratio | NA | 1.01 | 1.31 | 0.32 | 0.43 | NA | NA | … | … | -0.39 | 3.56 | 1.61 | 0.31 | -0.84 | -0.32 | 0.44 | -0.80 | 0.61 | -0.24 | 2.81 | -0.95 | 2.16 | 2.25 | -0.85 | -0.49 | 0.98 | 0.01 | -0.90 | -1.75 | -6.00 |
| Standard Deviation(%) | NA | 65.56 | 54.96 | 54.88 | 53.83 | NA | NA | … | … | 77.36 | 54.54 | 45.20 | 52.59 | 60.15 | 49.07 | 70.70 | 40.41 | 40.18 | 56.03 | 47.93 | 59.50 | 62.78 | 53.60 | 73.93 | 40.17 | 50.69 | 118.73 | 100.26 | 30.48 | 16.15 |
| Draw Down(%) | NA | 50.41 | 50.41 | 72.59 | 78.71 | NA | NA | … | … | 50.41 | 29.15 | 19.48 | 34.36 | 67.07 | 42.25 | 50.47 | 32.93 | 19.55 | 35.36 | 17.63 | 50.15 | 41.37 | 30.81 | 71.71 | 23.93 | 16.27 | 61.54 | 78.20 | 39.85 | 6.02 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/21/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLDN (Willdan Group, Inc.) |
-39.19%
Feb 2007 – Feb 2010 |
-34.83%
Aug 2007 – Aug 2012 |
8.49%
Dec 2006 – Dec 2016 |
2.52%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLDN (Willdan Group, Inc.) |
99.08%
May 2012 – May 2015 |
91.00%
Aug 2012 – Aug 2017 |
40.49%
Apr 2009 – Apr 2019 |
26.51%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart