Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSFL (Woodstock Holdings Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 05/02/2025, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSFL (Woodstock Holdings Inc) | 05/04/2010 | 05/02/2025 |
| 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 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | -100.00 | -36.36 | -31.25 | 280.95 | -1.96 | -49.00 | -56.52 | 0.00 | -72.94 | 123.68 | -17.39 | 155.56 | -81.05 | -5.00 | 42.86 | -36.36 |
| Sharpe Ratio | NA | 0.00 | -0.03 | -0.01 | -0.09 | NA | NA | … | … | 0.00 | -0.87 | -0.49 | 0.91 | -0.01 | -0.13 | -0.28 | -0.08 | -0.21 | 0.41 | -0.07 | 0.69 | -0.34 | -0.03 | 0.15 | -0.35 |
| Standard Deviation(%) | NA | 35.74 | 167.45 | 198.62 | 238.90 | NA | NA | … | … | NA | 49.44 | 72.48 | 311.04 | 253.46 | 366.78 | 205.81 | 17.41 | 347.76 | 297.32 | 243.39 | 224.58 | 239.81 | 146.84 | 277.22 | 140.46 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 50.00 | 47.37 | 77.94 | 75.00 | 82.89 | 83.25 | 11.54 | 96.47 | 70.00 | 77.27 | 68.33 | 94.74 | 59.00 | 85.71 | 72.73 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.61 | 0.45 | … | … | 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 | 14.29 | 0.00 |
Data as of 05/02/2025, Common starting date is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSFL (Woodstock Holdings Inc) |
-60.85%
Jan 2014 – Jan 2017 |
-46.65%
Dec 2016 – Dec 2021 |
-30.63%
Mar 2011 – Mar 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSFL (Woodstock Holdings Inc) |
93.75%
Apr 2013 – Apr 2016 |
18.77%
Apr 2013 – Apr 2018 |
3.65%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart