Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WOAIX (WOA ALL ASSET I WOA ALL ASSET I CLASS I) | NA | -35.97% | -17.44% | -8.94% | -3.55% | NA | NA | … | … |
Data as of 06/04/2025, Common starting date is 04/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOAIX (WOA ALL ASSET I WOA ALL ASSET I CLASS I) | 04/26/2012 | 06/04/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -35.97 | -17.44 | -8.94 | -3.55 | NA | NA | … | … | -23.83 | -11.59 | -2.16 | -24.66 | 9.68 | 3.63 | 13.03 | -4.36 | 13.85 | 7.13 | -3.11 | 0.66 | 8.83 | 2.00 |
| Sharpe Ratio | NA | -0.96 | -0.72 | -0.47 | -0.27 | NA | NA | … | … | -1.00 | -0.61 | -0.25 | -1.42 | 1.09 | 0.19 | 2.13 | -0.74 | 3.07 | 0.60 | -0.25 | 0.04 | 1.15 | 0.44 |
| Standard Deviation(%) | NA | 40.99 | 28.78 | 23.32 | 18.14 | NA | NA | … | … | 50.86 | 24.86 | 23.28 | 18.43 | 8.88 | 17.34 | 5.42 | 7.79 | 4.31 | 11.59 | 12.73 | 16.38 | 7.63 | 6.60 |
| Draw Down(%) | NA | 41.18 | 45.61 | 50.78 | 50.78 | NA | NA | … | … | 27.12 | 22.78 | 19.23 | 24.89 | 3.95 | 22.34 | 3.20 | 10.37 | 1.37 | 8.33 | 11.94 | 10.34 | 6.59 | 5.45 |
| Yield(%) | 0.02 | 1.38 | 1.10 | 0.92 | 1.80 | 1.77 | 1.33 | … | … | 0.01 | 1.45 | 2.48 | 0.00 | 0.64 | 0.18 | 7.15 | 1.86 | 2.56 | 0.79 | 0.81 | 3.88 | 2.29 | 0.71 |
Data as of 06/04/2025, Common starting date is 04/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOAIX (WOA ALL ASSET I WOA ALL ASSET I CLASS I) |
-17.53%
May 2022 – May 2025 |
-8.84%
May 2020 – May 2025 |
-3.61%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOAIX (WOA ALL ASSET I WOA ALL ASSET I CLASS I) |
9.07%
Feb 2016 – Feb 2019 |
7.54%
Feb 2016 – Feb 2021 |
4.14%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart