Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRFRF (Wharf Real Estate Investment Company Limited) | -10.22% | 28.68% | 0.63% | 7.38% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/15/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRFRF (Wharf Real Estate Investment Company Limited) | 08/15/2018 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.57 | 28.68 | 0.63 | 7.38 | NA | NA | NA | … | … | -10.22 | 47.29 | -5.42 | -19.73 | 28.88 | 20.68 | -6.67 | 15.14 | 916.21 |
| Sharpe Ratio | NA | 0.21 | -0.08 | 0.07 | NA | NA | NA | … | … | -0.73 | 0.68 | -0.16 | -0.59 | 0.76 | 0.49 | -0.14 | 0.34 | 138.82 |
| Standard Deviation(%) | NA | 58.98 | 55.71 | 49.73 | NA | NA | NA | … | … | 43.56 | 66.75 | 55.33 | 39.74 | 36.43 | 42.41 | 47.84 | 40.51 | 359.95 |
| Draw Down(%) | NA | 23.71 | 43.81 | 47.17 | NA | NA | NA | … | … | 23.71 | 22.28 | 39.95 | 36.81 | 20.53 | 17.38 | 38.09 | 27.45 | 6.72 |
| Yield(%) | 0.00 | 3.62 | 11.21 | 13.62 | 73.57 | 49.05 | 36.79 | … | … | 0.00 | 10.24 | 23.95 | 23.41 | 14.86 | 14.90 | 3.79 | 19.52 | 17.33 |
Data as of 06/04/2026, Common starting date is 08/15/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRFRF (Wharf Real Estate Investment Company Limited) |
-5.96%
Jun 2021 – Jun 2024 |
-2.41%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRFRF (Wharf Real Estate Investment Company Limited) |
34.77%
Apr 2020 – Apr 2023 |
17.23%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart