Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRK (WestRock Co) | NA | 86.77% | 2.90% | 9.36% | NA | NA | NA | … | … |
Data as of 07/05/2024, Common starting date is 06/24/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRK (WestRock Co) | 06/24/2015 | 07/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.49 | 86.77 | 2.90 | 9.36 | NA | NA | NA | … | … | 25.74 | 22.20 | -18.81 | 3.78 | 4.60 | 19.29 | -38.36 | 28.18 | 15.46 | -27.03 |
| Sharpe Ratio | NA | 3.08 | -0.02 | 0.19 | NA | NA | NA | … | … | 2.04 | 0.56 | -0.56 | 0.12 | 0.07 | 0.57 | -1.37 | 1.39 | 0.39 | -1.46 |
| Standard Deviation(%) | NA | 26.89 | 32.12 | 41.54 | NA | NA | NA | … | … | 26.07 | 32.27 | 36.48 | 31.40 | 66.72 | 31.60 | 29.03 | 19.93 | 39.57 | 30.91 |
| Draw Down(%) | NA | 11.34 | 48.67 | 54.14 | NA | NA | NA | … | … | 10.87 | 30.43 | 42.37 | 30.33 | 48.87 | 21.04 | 48.25 | 10.63 | 33.58 | 32.03 |
| Yield(%) | 0.00 | 4.16 | 2.11 | 2.98 | 2.11 | 1.41 | 1.06 | … | … | 1.45 | 3.18 | 2.32 | 2.19 | 2.45 | 4.71 | 2.70 | 3.18 | 3.53 | 1.18 |
Data as of 07/05/2024, Common starting date is 06/24/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRK (WestRock Co) |
-19.38%
Jul 2017 – Jul 2020 |
-12.62%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRK (WestRock Co) |
17.37%
May 2019 – May 2022 |
13.72%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart