Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTBA (West Bancorporation, Inc.) | 9.94% | 32.87% | 16.24% | 0.60% | 6.47% | 12.66% | 5.55% | … | … |
Data as of 06/04/2026, Common starting date is 05/03/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTBA (West Bancorporation, Inc.) | 05/03/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 32.87 | 16.24 | 0.60 | 6.47 | 12.66 | 5.55 | … | … | 9.94 | 7.67 | 7.73 | -12.38 | -14.43 | 66.46 | -21.18 | 39.47 | -21.54 | 4.94 | 29.81 | 19.84 | 11.15 | 51.87 | 16.64 | 25.36 | 59.12 | -59.38 | -0.95 | -23.54 | 3.41 | 10.04 | 5.86 | 18.16 | 32.91 | 7.50 | -15.64 | -9.83 |
| Sharpe Ratio | NA | 0.89 | 0.42 | -0.03 | 0.16 | NA | NA | … | … | 0.81 | 0.16 | 0.11 | -0.46 | -0.58 | 2.35 | -0.37 | 1.56 | -0.96 | 0.18 | 1.10 | 0.77 | 0.39 | 1.64 | 0.47 | 0.44 | 1.16 | -0.59 | -0.02 | -0.83 | 0.00 | 0.21 | 0.15 | 0.51 | 0.98 | 0.19 | -0.46 | -0.57 |
| Standard Deviation(%) | NA | 28.76 | 33.74 | 31.64 | 32.82 | NA | NA | … | … | 29.76 | 29.40 | 37.01 | 35.11 | 27.50 | 28.29 | 57.24 | 24.36 | 24.03 | 23.88 | 27.00 | 25.81 | 28.87 | 31.59 | 35.53 | 57.99 | 50.95 | 100.50 | 100.64 | 32.43 | 34.95 | 36.71 | 33.20 | 34.26 | 32.38 | 26.63 | 42.83 | 31.30 |
| Draw Down(%) | NA | 14.84 | 26.90 | 51.40 | 51.40 | NA | NA | … | … | 13.00 | 19.59 | 24.60 | 38.31 | 34.81 | 13.24 | 40.12 | 17.16 | 30.73 | 15.48 | 16.96 | 12.94 | 13.66 | 14.51 | 19.15 | 22.54 | 38.20 | 64.50 | 46.71 | 28.08 | 22.14 | 16.64 | 14.00 | 17.05 | 19.21 | 25.00 | 24.14 | 18.64 |
| Yield(%) | 0.00 | 5.31 | 5.65 | 3.40 | 4.62 | 10.50 | 3.73 | … | … | 2.30 | 4.68 | 4.71 | 3.92 | 3.19 | 4.89 | 3.29 | 4.29 | 3.13 | 2.92 | 3.55 | 3.80 | 3.12 | 3.80 | 3.69 | 2.14 | 0.99 | 0.74 | 4.95 | 3.61 | 3.32 | 3.63 | 3.71 | 4.09 | 3.93 | 1.35 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/03/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTBA (West Bancorporation, Inc.) |
-35.65%
Oct 2006 – Oct 2009 |
-19.99%
Oct 2004 – Oct 2009 |
-8.03%
Oct 1999 – Oct 2009 |
2.38%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTBA (West Bancorporation, Inc.) |
37.75%
Oct 2009 – Oct 2012 |
33.56%
Oct 2009 – Oct 2014 |
21.72%
Oct 2009 – Oct 2019 |
15.06%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison Chart