Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRDEF (Wereldhave N.V) | NA | 24.92% | 22.03% | 22.73% | -3.45% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRDEF (Wereldhave N.V) | 07/09/2013 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 24.92 | 22.03 | 22.73 | -3.45 | NA | NA | … | … | 27.51 | 9.57 | 40.60 | -9.83 | 50.40 | -52.18 | -48.17 | 6.12 | 20.86 | -19.87 | -3.18 | -8.93 | 12.54 |
| Sharpe Ratio | NA | 1.50 | 0.75 | 0.63 | -0.16 | NA | NA | … | … | 2.20 | 0.29 | 1.08 | -0.32 | 1.06 | -0.68 | -0.88 | 1.60 | 1.67 | -0.96 | -0.24 | -0.22 | 1.63 |
| Standard Deviation(%) | NA | 14.61 | 24.94 | 32.51 | 38.95 | NA | NA | … | … | 16.48 | 20.32 | 34.64 | 35.17 | 47.47 | 76.79 | 56.64 | 2.97 | 12.15 | 20.89 | 13.14 | 41.10 | 16.98 |
| Draw Down(%) | NA | 3.23 | 12.21 | 33.16 | 82.32 | NA | NA | … | … | 0.00 | 12.02 | 8.26 | 33.16 | 20.11 | 64.05 | 48.86 | 0.00 | 0.00 | 25.40 | 10.94 | 30.37 | 0.00 |
| Yield(%) | 0.00 | 17.84 | 13.36 | 14.58 | 3.79 | 3.21 | 2.41 | … | … | 18.21 | 8.06 | 9.87 | 7.91 | 5.21 | 5.97 | 5.45 | 5.89 | 7.28 | 5.45 | 7.01 | 4.43 | 0.00 |
Data as of 09/26/2025, Common starting date is 07/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRDEF (Wereldhave N.V) |
-37.40%
May 2017 – May 2020 |
-28.39%
May 2015 – May 2020 |
-10.32%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRDEF (Wereldhave N.V) |
24.01%
Dec 2020 – Dec 2023 |
27.18%
May 2020 – May 2025 |
-4.57%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart