Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTFC (Wintrust Financial Corporation) | 9.86% | 29.10% | 34.55% | 15.34% | 12.69% | 12.72% | 6.93% | … | … |
Data as of 06/04/2026, Common starting date is 04/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTFC (Wintrust Financial Corporation) | 04/16/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 29.10 | 34.55 | 15.34 | 12.69 | 12.72 | 6.93 | … | … | 9.86 | 13.94 | 36.83 | 12.00 | -5.54 | 51.10 | -11.77 | 8.16 | -18.55 | 14.36 | 51.06 | 4.68 | 2.30 | 26.25 | 31.53 | -14.58 | 7.89 | 51.79 | -37.05 | -30.49 | -12.05 | -3.19 | 26.81 | 44.71 | 3.10 | 93.51 | 5.46 | -22.29 | 9.03 |
| Sharpe Ratio | NA | 0.94 | 1.03 | 0.40 | 0.29 | NA | NA | … | … | 0.70 | 0.35 | 1.16 | 0.23 | -0.21 | 1.54 | -0.15 | 0.26 | -0.81 | 0.55 | 1.84 | 0.21 | 0.12 | 1.63 | 1.53 | -0.38 | 0.20 | 0.61 | -0.48 | -1.03 | -0.62 | -0.24 | 1.26 | 1.69 | 0.04 | 3.10 | 0.05 | -0.68 | 0.30 |
| Standard Deviation(%) | NA | 25.97 | 29.81 | 31.87 | 37.43 | NA | NA | … | … | 26.87 | 32.03 | 28.63 | 36.38 | 32.59 | 33.25 | 78.03 | 26.20 | 24.67 | 25.13 | 27.67 | 22.05 | 19.10 | 16.05 | 20.74 | 38.41 | 39.74 | 84.28 | 78.63 | 32.73 | 24.94 | 22.50 | 20.45 | 26.08 | 55.04 | 30.04 | 23.26 | 38.02 | 31.96 |
| Draw Down(%) | NA | 19.30 | 31.02 | 40.71 | 74.50 | NA | NA | … | … | 19.30 | 30.22 | 13.61 | 35.84 | 26.71 | 16.66 | 65.65 | 21.72 | 35.26 | 14.11 | 20.24 | 12.68 | 12.98 | 9.45 | 12.31 | 32.99 | 36.23 | 51.30 | 55.09 | 35.16 | 22.27 | 19.95 | 10.20 | 18.00 | 34.55 | 17.50 | 11.89 | 28.05 | 27.47 |
| Yield(%) | 0.00 | 1.75 | 2.88 | 2.09 | 2.38 | 3.13 | 1.55 | … | … | 0.77 | 1.61 | 1.94 | 1.91 | 1.46 | 2.04 | 1.58 | 1.47 | 0.93 | 0.77 | 1.02 | 0.95 | 0.88 | 0.48 | 0.61 | 0.53 | 0.59 | 1.21 | 1.14 | 0.67 | 0.51 | 0.42 | 0.44 | 0.50 | 0.77 | 1.33 | 1.01 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTFC (Wintrust Financial Corporation) |
-39.72%
Mar 2006 – Mar 2009 |
-23.37%
Mar 2004 – Mar 2009 |
-3.15%
Feb 1999 – Feb 2009 |
-1.54%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTFC (Wintrust Financial Corporation) |
43.60%
Mar 2009 – Mar 2012 |
32.37%
Mar 2009 – Mar 2014 |
20.31%
Feb 2009 – Feb 2019 |
16.58%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart