Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WSPOF (WSP Global Inc) -24.31% -32.37% 2.79% 4.86% 17.60% NA NA
Data as of 06/04/2026, Common starting date is 02/28/2013
More Performance Analytics Comparison
Name Start Date End Date
WSPOF (WSP Global Inc) 02/28/2013 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 2017 2016 2015 2014 2013
Annualized Return (%) -1.67 -32.37 2.79 4.86 17.60 NA NA -24.31 2.94 27.78 21.35 -18.29 53.53 41.97 61.60 -0.89 41.60 13.82 7.34 6.78 38.20
Sharpe Ratio NA -1.08 0.03 0.11 0.57 NA NA -1.23 0.00 1.12 1.01 -0.58 2.02 0.82 2.83 -0.09 2.36 0.43 0.26 0.31 1.98
Standard Deviation(%) NA 30.64 25.76 27.00 28.96 NA NA 38.48 26.13 21.57 17.60 33.90 26.49 50.55 21.28 26.48 17.39 31.82 27.65 21.85 23.64
Draw Down(%) NA 36.33 36.33 36.33 46.90 NA NA 31.18 23.06 12.91 9.38 32.85 9.30 46.90 8.39 22.94 7.53 15.04 15.83 15.96 3.21
Yield(%) 0.00 0.53 0.88 1.18 4.29 5.63 4.22 0.15 0.62 0.66 1.30 1.23 1.57 2.21 3.54 3.20 4.58 4.96 5.08 5.17 6.66
Data as of 06/04/2026, Common starting date is 02/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WSPOF (WSP Global Inc) 4.01%
May 2023 – May 2026
5.47%
May 2021 – May 2026
18.02%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WSPOF (WSP Global Inc) 52.15%
Dec 2018 – Dec 2021
38.85%
Nov 2016 – Nov 2021
23.69%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return