Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WOSCF (Ferguson plc) | NA | 101.47% | 18.20% | 18.38% | NA | NA | NA | … | … |
Data as of 04/23/2021, Common starting date is 02/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOSCF (Ferguson plc) | 02/21/2013 | 04/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 101.47 | 18.20 | 18.38 | NA | NA | NA | … | … | 8.86 | 29.35 | 45.60 | -17.15 | 19.32 | 9.08 | -3.70 | 5.28 | 15.39 |
| Sharpe Ratio | NA | 3.67 | 0.39 | 0.50 | NA | NA | NA | … | … | 1.29 | 0.51 | 1.73 | -0.82 | 1.33 | 0.33 | -0.14 | 0.28 | 0.94 |
| Standard Deviation(%) | NA | 27.65 | 38.76 | 32.64 | NA | NA | NA | … | … | 24.74 | 57.32 | 25.51 | 22.54 | 14.14 | 26.54 | 26.85 | 18.77 | 19.20 |
| Draw Down(%) | NA | 6.76 | 55.35 | 55.35 | NA | NA | NA | … | … | 6.76 | 55.35 | 10.12 | 28.71 | 11.56 | 17.69 | 22.09 | 16.25 | 9.07 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 04/23/2021, Common starting date is 02/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOSCF (Ferguson plc) |
-2.01%
Mar 2017 – Mar 2020 |
-0.22%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOSCF (Ferguson plc) |
19.30%
Feb 2018 – Feb 2021 |
19.39%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart