Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMPN (William Penn Bancorp Inc) | NA | 2.40% | 1.22% | 10.70% | 8.42% | 8.87% | NA | … | … |
Data as of 05/01/2025, Common starting date is 04/17/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMPN (William Penn Bancorp Inc) | 04/17/2008 | 05/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.82 | 2.40 | 1.22 | 10.70 | 8.42 | 8.87 | NA | … | … | 2.67 | -0.76 | 1.82 | 1.35 | 6.19 | -0.74 | 18.69 | 41.80 | 0.02 | 15.73 | 3.20 | 16.29 | 7.52 | 32.51 | -0.73 | -1.85 | -0.74 | 13.33 |
| Sharpe Ratio | NA | -0.16 | -0.14 | 0.36 | 0.23 | NA | NA | … | … | 0.16 | -0.37 | -0.09 | 0.00 | 0.40 | -0.02 | 0.55 | 0.93 | -0.02 | 0.73 | 0.24 | 1.01 | 0.49 | 1.97 | -0.03 | -0.27 | -0.07 | 1.76 |
| Standard Deviation(%) | NA | 25.48 | 23.27 | 22.35 | 28.96 | NA | NA | … | … | 33.26 | 19.88 | 27.57 | 14.22 | 15.44 | 48.27 | 31.24 | 43.94 | 24.64 | 21.32 | 13.02 | 16.05 | 15.24 | 16.63 | 22.74 | 7.20 | 12.51 | 10.54 |
| Draw Down(%) | NA | 24.50 | 26.14 | 29.38 | 54.55 | NA | NA | … | … | 20.84 | 14.91 | 25.96 | 12.30 | 6.84 | 54.55 | 11.84 | 24.34 | 13.65 | 12.26 | 6.61 | 2.82 | 8.76 | 5.77 | 25.59 | 5.36 | 11.76 | 5.59 |
| Yield(%) | 0.00 | 0.74 | 0.90 | 0.85 | 1.36 | 1.81 | 1.54 | … | … | 0.26 | 1.00 | 0.99 | 1.00 | 0.79 | 1.08 | 1.50 | 1.35 | 1.29 | 1.33 | 1.29 | 1.67 | 1.47 | 1.54 | 1.13 | 0.00 | 0.00 | 0.00 |
Data as of 05/01/2025, Common starting date is 04/17/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMPN (William Penn Bancorp Inc) |
-4.07%
Nov 2008 – Nov 2011 |
1.54%
Dec 2019 – Dec 2024 |
6.50%
Mar 2010 – Mar 2020 |
6.80%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMPN (William Penn Bancorp Inc) |
23.41%
Jan 2015 – Jan 2018 |
19.09%
Jan 2013 – Jan 2018 |
14.52%
Nov 2011 – Nov 2021 |
9.68%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart