Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMWXF (ELEMENTS Linked to the Morningstar Wide Moat Focus Total Return Index) | NA | -17.01% | 3.79% | NA | NA | NA | NA | … | … |
Data as of 10/25/2022, Common starting date is 04/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMWXF (ELEMENTS Linked to the Morningstar Wide Moat Focus Total Return Index) | 04/16/2019 | 10/25/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.23 | -17.01 | 3.79 | NA | NA | NA | NA | … | … | -16.58 | 14.29 | 1.45 | 15.00 |
| Sharpe Ratio | NA | -0.91 | 0.04 | NA | NA | NA | NA | … | … | -1.04 | 0.36 | 0.01 | 0.22 |
| Standard Deviation(%) | NA | 19.67 | 88.82 | NA | NA | NA | NA | … | … | 20.28 | 57.50 | 139.42 | 94.50 |
| Draw Down(%) | NA | 17.01 | 62.50 | NA | NA | NA | NA | … | … | 16.58 | 20.16 | 62.50 | 29.48 |
| Yield(%) | 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 10/25/2022, Common starting date is 04/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMWXF (ELEMENTS Linked to the Morningstar Wide Moat Focus Total Return Index) |
9.10%
Jul 2019 – Jul 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMWXF (ELEMENTS Linked to the Morningstar Wide Moat Focus Total Return Index) |
19.47%
May 2019 – May 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart