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
WLFDY (Wolford AG ADR) NA -18.68% -8.92% -20.12% -16.01% NA NA
Data as of 01/09/2023, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
WLFDY (Wolford AG ADR) 06/19/2012 01/09/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 18.28 -18.68 -8.92 -20.12 -16.01 NA NA 18.28 -31.25 -13.25 7.10 -35.15 -33.61 -27.42 3.55 -3.52 -5.79 -21.34 9.48
Sharpe Ratio NA -0.32 -0.02 -0.07 -0.08 NA NA 9,117,429,839.70 -0.72 -0.02 0.09 -0.68 -0.98 -0.67 0.17 -0.18 -0.17 -1.11 1.50
Standard Deviation(%) NA 63.26 381.56 296.92 210.82 NA NA 302.90 45.50 654.18 73.38 53.73 35.58 42.29 20.00 19.35 33.19 19.24 12.46
Draw Down(%) NA 33.56 99.56 99.56 99.56 NA NA 0.00 33.56 99.35 44.52 46.27 33.61 37.70 13.75 16.01 25.00 25.37 0.00
Yield(%) 0.00 0.00 0.00 0.39 0.24 0.29 0.21 0.00 0.00 0.00 0.00 0.00 1.93 0.00 0.93 0.90 0.00 0.00 1.68
Data as of 01/09/2023, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WLFDY (Wolford AG ADR) -37.69%
Mar 2017 – Mar 2020
-25.90%
Mar 2015 – Mar 2020
-17.40%
Dec 2012 – Dec 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WLFDY (Wolford AG ADR) 2.85%
Jul 2013 – Jul 2016
-7.97%
Aug 2013 – Aug 2018
-14.99%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return