Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WU (The Western Union Company) | -15.08% | -7.93% | -4.91% | -14.76% | -3.81% | -1.76% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WU (The Western Union Company) | 09/20/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.93 | -7.93 | -4.91 | -14.76 | -3.81 | -1.76 | NA | … | … | -15.08 | -2.63 | -3.79 | -6.31 | -18.03 | -15.17 | -14.67 | 62.85 | -6.68 | -11.08 | 25.26 | 3.27 | 7.01 | 30.66 | -23.46 | 0.05 | -0.05 | 31.86 | -40.77 | 8.48 | 22.57 |
| Sharpe Ratio | NA | -0.19 | -0.24 | -0.56 | -0.18 | NA | NA | … | … | -0.89 | -0.17 | -0.33 | -0.37 | -0.60 | -0.59 | -0.34 | 3.36 | -0.39 | -0.69 | 1.13 | 0.13 | 0.34 | 1.26 | -0.58 | 0.00 | -0.01 | 0.69 | -0.72 | 0.18 | 3.23 |
| Standard Deviation(%) | NA | 30.15 | 27.38 | 28.68 | 27.42 | NA | NA | … | … | 29.29 | 32.24 | 22.44 | 27.20 | 32.70 | 25.83 | 43.28 | 18.29 | 20.87 | 16.99 | 22.26 | 24.53 | 20.32 | 24.24 | 40.68 | 28.35 | 27.65 | 45.94 | 57.69 | 30.60 | 32.31 |
| Draw Down(%) | NA | 19.11 | 36.69 | 57.49 | 60.25 | NA | NA | … | … | 19.11 | 28.36 | 21.38 | 29.61 | 35.39 | 38.82 | 37.14 | 7.00 | 20.24 | 18.36 | 11.00 | 20.89 | 13.13 | 15.33 | 38.39 | 31.42 | 25.44 | 33.82 | 61.66 | 22.04 | 8.83 |
| Yield(%) | 0.00 | 10.10 | 8.05 | 3.76 | 4.38 | 3.68 | 3.14 | … | … | 2.55 | 9.00 | 7.75 | 6.67 | 5.07 | 4.32 | 3.44 | 4.67 | 3.98 | 3.19 | 3.63 | 3.46 | 2.94 | 3.63 | 2.29 | 1.65 | 1.31 | 0.39 | 0.17 | 0.18 | 0.05 |
Data as of 06/04/2026, Common starting date is 09/20/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WU (The Western Union Company) |
-16.09%
Jul 2020 – Jul 2023 |
-14.34%
Jul 2020 – Jul 2025 |
-4.21%
Jul 2015 – Jul 2025 |
-2.33%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WU (The Western Union Company) |
18.42%
Oct 2012 – Oct 2015 |
13.09%
Jan 2015 – Jan 2020 |
7.38%
Feb 2009 – Feb 2019 |
4.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart