Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTFCP (Wintrust Financial Corp) | NA | 7.98% | 5.21% | 6.46% | NA | NA | NA | … | … |
Data as of 07/23/2025, Common starting date is 05/12/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTFCP (Wintrust Financial Corp) | 05/12/2020 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.98 | 5.21 | 6.46 | NA | NA | NA | … | … | 3.60 | 9.88 | 0.50 | 1.92 | 1.87 | 18.46 |
| Sharpe Ratio | NA | 2.21 | 0.11 | 0.32 | NA | NA | NA | … | … | 2.15 | 1.18 | -0.13 | 0.03 | 0.19 | 3.21 |
| Standard Deviation(%) | NA | 2.17 | 15.31 | 13.82 | NA | NA | NA | … | … | 1.66 | 5.30 | 23.62 | 15.48 | 9.62 | 9.37 |
| Draw Down(%) | NA | 0.68 | 25.28 | 26.10 | NA | NA | NA | … | … | 0.68 | 2.06 | 25.20 | 10.30 | 5.11 | 3.53 |
| Yield(%) | 0.00 | 6.93 | 6.49 | 6.89 | 3.54 | 2.36 | 1.77 | … | … | 3.43 | 7.00 | 6.66 | 6.28 | 6.06 | 4.59 |
Data as of 07/23/2025, Common starting date is 05/12/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTFCP (Wintrust Financial Corp) |
1.43%
Dec 2020 – Dec 2023 |
6.26%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTFCP (Wintrust Financial Corp) |
6.00%
Jun 2022 – Jun 2025 |
6.26%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart