Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTFCM (Wintrust Financial Corp Pref) | NA | 9.06% | 7.00% | 6.33% | 6.69% | NA | NA | … | … |
Data as of 07/14/2025, Common starting date is 06/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTFCM (Wintrust Financial Corp Pref) | 06/23/2015 | 07/14/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 9.06 | 7.00 | 6.33 | 6.69 | NA | NA | … | … | 4.57 | 17.36 | 1.62 | -7.25 | 3.66 | 3.53 | 21.89 | -4.50 | 14.60 | 3.16 | 11.47 |
| Sharpe Ratio | NA | 1.22 | 0.18 | 0.24 | 0.25 | NA | NA | … | … | 2.10 | 1.54 | -0.06 | -0.51 | 0.31 | 0.07 | 1.77 | -0.77 | 1.51 | 0.17 | 2.90 |
| Standard Deviation(%) | NA | 4.80 | 20.22 | 17.91 | 21.18 | NA | NA | … | … | 2.78 | 8.93 | 31.99 | 17.05 | 11.76 | 48.47 | 11.56 | 7.69 | 9.25 | 17.17 | 7.85 |
| Draw Down(%) | NA | 2.13 | 27.87 | 28.30 | 46.79 | NA | NA | … | … | 0.92 | 5.61 | 27.87 | 12.39 | 5.67 | 46.79 | 6.10 | 8.74 | 4.59 | 13.21 | 3.34 |
| Yield(%) | 0.00 | 6.70 | 6.55 | 6.43 | 6.70 | 4.45 | 3.34 | … | … | 3.29 | 7.18 | 6.76 | 6.01 | 5.93 | 5.58 | 6.45 | 5.93 | 6.26 | 6.15 | 3.68 |
Data as of 07/14/2025, Common starting date is 06/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTFCM (Wintrust Financial Corp Pref) |
-0.78%
Dec 2020 – Dec 2023 |
2.12%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTFCM (Wintrust Financial Corp Pref) |
10.16%
Jan 2017 – Jan 2020 |
7.44%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart