Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRTBF (Wärtsilä Oyj Abp) | NA | 64.18% | 62.72% | 33.69% | 11.46% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRTBF (Wärtsilä Oyj Abp) | 02/15/2013 | 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 (%) | -0.23 | 64.18 | 62.72 | 33.69 | 11.46 | NA | NA | … | … | 83.32 | 22.55 | 74.97 | -39.77 | 49.42 | 1.10 | -32.00 | -26.38 | 58.32 | -0.57 | 1.07 | -1.83 | -0.96 |
| Sharpe Ratio | NA | 1.44 | 1.47 | 0.73 | 0.26 | NA | NA | … | … | 2.95 | 0.52 | 2.27 | -0.74 | 1.09 | 0.01 | -1.17 | -1.02 | 2.42 | -0.06 | 0.08 | -0.06 | -0.05 |
| Standard Deviation(%) | NA | 42.50 | 40.21 | 43.39 | 38.84 | NA | NA | … | … | 42.49 | 36.13 | 31.75 | 55.69 | 45.13 | 62.76 | 28.59 | 27.39 | 23.97 | 12.39 | 12.57 | 29.84 | 21.92 |
| Draw Down(%) | NA | 24.19 | 24.19 | 58.28 | 68.65 | NA | NA | … | … | 16.83 | 21.64 | 16.60 | 56.55 | 22.40 | 49.36 | 38.50 | 29.90 | 2.07 | 7.46 | 9.64 | 25.52 | 13.88 |
| Yield(%) | 0.00 | 5.07 | 7.49 | 5.17 | 3.42 | 2.44 | 1.83 | … | … | 5.66 | 2.53 | 3.54 | 1.87 | 2.06 | 4.95 | 3.05 | 4.10 | 3.04 | 2.67 | 2.50 | 2.22 | 2.03 |
Data as of 09/26/2025, Common starting date is 02/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRTBF (Wärtsilä Oyj Abp) |
-26.36%
Sep 2017 – Sep 2020 |
-19.51%
Oct 2017 – Oct 2022 |
-3.28%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRTBF (Wärtsilä Oyj Abp) |
53.37%
Aug 2022 – Aug 2025 |
30.62%
Aug 2020 – Aug 2025 |
10.28%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart