Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLFC (Willis Lease Finance Corporation) | 31.34% | 32.31% | 65.11% | 32.81% | 21.98% | 19.23% | 16.57% | … | … |
Data as of 06/04/2026, Common starting date is 09/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLFC (Willis Lease Finance Corporation) | 09/18/1996 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.82 | 32.31 | 65.11 | 32.81 | 21.98 | 19.23 | 16.57 | … | … | 31.34 | -34.14 | 336.47 | -17.17 | 56.73 | 23.60 | -48.29 | 70.26 | 38.57 | -2.38 | 27.26 | -8.22 | 26.15 | 21.31 | 19.75 | -8.29 | -13.13 | 61.81 | -26.08 | 21.51 | 26.63 | 4.49 | 6.12 | 45.54 | 8.84 | -53.60 | 55.34 | -59.13 | -10.00 | 35.92 | 49.28 |
| Sharpe Ratio | NA | 0.71 | 1.31 | 0.72 | 0.41 | NA | NA | … | … | 1.65 | -0.76 | 6.39 | -0.62 | 1.79 | 0.53 | -0.45 | 1.63 | 1.30 | -0.12 | 0.79 | -0.39 | 1.10 | 1.03 | 0.83 | -0.34 | -0.31 | 1.06 | -0.55 | 0.46 | 0.55 | 0.06 | 0.10 | 0.85 | 0.13 | -0.75 | 0.69 | -0.63 | -0.26 | 0.73 | 6.05 |
| Standard Deviation(%) | NA | 46.33 | 48.35 | 42.50 | 50.83 | NA | NA | … | … | 55.31 | 49.14 | 52.12 | 33.80 | 31.05 | 44.39 | 106.57 | 42.14 | 28.79 | 24.46 | 34.03 | 21.18 | 23.85 | 20.64 | 23.88 | 24.60 | 43.02 | 58.36 | 48.85 | 39.99 | 42.14 | 39.22 | 50.13 | 52.92 | 60.40 | 75.99 | 73.69 | 98.47 | 51.17 | 43.91 | 50.08 |
| Draw Down(%) | NA | 31.84 | 49.88 | 49.88 | 79.76 | NA | NA | … | … | 27.42 | 46.69 | 17.98 | 40.98 | 19.16 | 25.74 | 75.72 | 26.82 | 16.38 | 21.39 | 19.26 | 30.68 | 20.45 | 27.08 | 22.67 | 28.93 | 50.70 | 26.27 | 42.38 | 31.83 | 33.27 | 27.82 | 29.89 | 27.70 | 44.82 | 75.41 | 41.84 | 80.19 | 45.54 | 34.04 | 13.98 |
| Yield(%) | 0.00 | 1.07 | 3.41 | 1.88 | 1.66 | 2.12 | 2.44 | … | … | 0.60 | 0.54 | 4.69 | 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 09/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLFC (Willis Lease Finance Corporation) |
-44.24%
Nov 1998 – Nov 2001 |
-29.99%
Sep 1997 – Sep 2002 |
-8.46%
Jul 1998 – Jul 2008 |
-4.10%
Sep 1997 – Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLFC (Willis Lease Finance Corporation) |
87.05%
Nov 2021 – Nov 2024 |
51.41%
Apr 2020 – Apr 2025 |
26.70%
Jan 2016 – Jan 2026 |
20.32%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart