Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WNDLF (Wendel) | 29.89% | 26.73% | 10.38% | 2.61% | 4.52% | 3.59% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WNDLF (Wendel) | 10/18/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 26.73 | 10.38 | 2.61 | 4.52 | 3.59 | NA | … | … | 29.89 | 11.64 | 15.47 | -2.20 | -22.46 | 5.27 | -7.09 | 18.58 | -31.37 | 44.04 | 2.11 | 9.12 | -16.32 | 51.39 | 42.67 | -26.90 | 23.99 |
| Sharpe Ratio | NA | 0.47 | 0.24 | -0.06 | 0.06 | NA | NA | … | … | 1.24 | 0.43 | 0.76 | -0.20 | -0.62 | 0.21 | -0.12 | 0.95 | -1.17 | 2.47 | 0.08 | 0.41 | -0.41 | 2.48 | 1.32 | -0.49 | 4.07 |
| Standard Deviation(%) | NA | 29.67 | 26.26 | 28.81 | 31.26 | NA | NA | … | … | 42.24 | 20.32 | 15.56 | 29.17 | 38.64 | 24.80 | 61.62 | 17.99 | 28.00 | 17.66 | 24.98 | 22.40 | 39.72 | 20.68 | 32.56 | 55.33 | 45.03 |
| Draw Down(%) | NA | 17.81 | 32.55 | 49.75 | 59.88 | NA | NA | … | … | 17.81 | 10.27 | 9.60 | 32.55 | 39.20 | 25.00 | 47.14 | 7.17 | 38.39 | 7.04 | 24.57 | 14.31 | 35.53 | 0.40 | 18.39 | 54.31 | 2.36 |
| Yield(%) | 4.05 | 10.30 | 8.41 | 4.98 | 4.29 | 3.39 | 4.04 | … | … | 8.94 | 12.46 | 5.02 | 3.72 | 2.71 | 2.89 | 2.39 | 2.74 | 1.83 | 2.20 | 2.03 | 1.99 | 1.84 | 2.48 | 2.47 | 1.97 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WNDLF (Wendel) |
-17.96%
Oct 2019 – Oct 2022 |
-12.91%
Oct 2017 – Oct 2022 |
-3.79%
Oct 2013 – Oct 2023 |
1.57%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WNDLF (Wendel) |
29.27%
Nov 2011 – Nov 2014 |
20.14%
Jun 2012 – Jun 2017 |
11.11%
Sep 2011 – Sep 2021 |
4.40%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart