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
WSTL (Westell Technologies Inc) 25.46% 148.00% 63.89% 58.66% 118.79% 51.66% 38.83%
Data as of 06/04/2026, Common starting date is 12/01/1995
More Performance Analytics Comparison
Name Start Date End Date
WSTL (Westell Technologies Inc) 12/01/1995 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 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
Annualized Return (%) -1.46 148.00 63.89 58.66 118.79 51.66 38.83 25.46 306.62 -2.58 40.80 -10.71 84.21 -15.56 -52.38 -49.60 44.23 -48.41 -16.00 -62.96 118.92 -16.67 -32.11 172.50 344.44 -81.25 -42.40 -44.44 -33.82 7.77 425.83 -54.55 -13.80 -71.51 120.51 -61.76 -44.26 82.09 8.06
Sharpe Ratio NA 2.44 1.09 0.96 0.49 NA NA 1.52 4.61 -0.22 0.85 -0.20 1.26 -0.02 -1.24 -1.55 0.42 -1.19 -0.54 -1.62 2.50 -1.07 -0.91 3.20 2.95 -1.16 -1.30 -1.47 -0.88 -0.23 4.43 -0.82 -0.28 -1.00 1.36 -0.29 -1.07 0.86 0.35
Standard Deviation(%) NA 62.01 53.82 56.87 235.99 NA NA 49.30 67.86 41.95 43.99 59.28 66.97 999.13 61.05 46.06 59.21 69.06 63.41 50.24 40.09 33.05 55.55 48.05 110.42 87.05 49.70 45.48 62.52 50.34 91.78 90.75 128.02 140.66 106.83 96.85 84.70 96.56 113.55
Draw Down(%) NA 34.78 34.78 34.78 86.47 NA NA 28.15 24.16 23.84 22.16 27.78 29.46 99.95 64.22 54.15 32.18 64.06 40.25 73.20 11.16 28.57 48.70 16.33 43.24 91.92 56.09 60.78 53.46 57.99 49.52 70.00 82.16 92.22 53.51 79.49 63.59 61.17 20.79
Yield(%) 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 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 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 12/01/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WSTL (Westell Technologies Inc) -61.03%
Nov 2005 – Nov 2008
-52.68%
Sep 1996 – Sep 2001
-27.42%
Feb 2000 – Feb 2010
-20.33%
Dec 2004 – Dec 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WSTL (Westell Technologies Inc) 1,183.70%
Mar 2020 – Mar 2023
455.34%
Aug 2020 – Aug 2025
117.27%
May 2016 – May 2026
62.35%
Dec 2008 – Dec 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return