Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WVFC (WVS Financial Corp) | 16.22% | 23.17% | 9.23% | 0.46% | 4.76% | 5.68% | 2.00% | … | … |
Data as of 06/04/2026, Common starting date is 11/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WVFC (WVS Financial Corp) | 11/29/1993 | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.33 | 23.17 | 9.23 | 0.46 | 4.76 | 5.68 | 2.00 | … | … | 16.22 | 0.90 | 5.99 | -6.38 | -6.01 | 8.80 | -8.00 | 11.67 | -2.43 | 7.10 | 21.80 | 16.07 | -10.75 | 46.27 | -4.24 | 1.33 | -33.48 | -7.04 | 1.13 | 3.48 | 5.80 | -3.44 | 3.23 | 14.17 | 4.73 | 33.87 | 7.16 | -20.08 | -13.48 | 43.15 | 28.76 | 31.90 | -1.69 | -4.84 |
| Sharpe Ratio | NA | 0.65 | 0.27 | -0.10 | 0.14 | NA | NA | … | … | 1.21 | -0.13 | 0.10 | -0.89 | -0.46 | 0.50 | -0.23 | 0.48 | -0.14 | 0.29 | 0.82 | 0.71 | -0.62 | 1.14 | -0.13 | 0.03 | -0.76 | -0.25 | 0.01 | 0.02 | 0.12 | -0.26 | 0.07 | 0.57 | 0.50 | 1.48 | 0.14 | -1.29 | -0.69 | 1.32 | 0.89 | 0.71 | -0.09 | -0.72 |
| Standard Deviation(%) | NA | 22.97 | 20.38 | 18.36 | 23.06 | NA | NA | … | … | 30.84 | 14.82 | 24.14 | 11.35 | 16.16 | 17.70 | 36.33 | 21.17 | 26.50 | 22.26 | 26.18 | 22.66 | 17.26 | 40.55 | 32.67 | 42.23 | 44.13 | 28.87 | 23.21 | 16.88 | 20.02 | 21.80 | 30.02 | 23.68 | 7.20 | 21.65 | 21.22 | 18.22 | 24.43 | 29.75 | 27.85 | 39.58 | 55.15 | 61.11 |
| Draw Down(%) | NA | 8.44 | 12.23 | 23.14 | 25.67 | NA | NA | … | … | 8.44 | 5.32 | 12.23 | 10.81 | 11.41 | 8.93 | 23.34 | 14.60 | 25.52 | 10.75 | 9.96 | 12.29 | 13.30 | 14.55 | 22.55 | 15.83 | 38.62 | 15.41 | 7.88 | 5.35 | 8.41 | 11.20 | 16.38 | 10.44 | 2.11 | 10.60 | 8.16 | 20.73 | 26.71 | 13.76 | 12.36 | 9.38 | 27.78 | 10.61 |
| Yield(%) | 0.00 | 3.95 | 3.68 | 2.50 | 3.24 | 3.51 | 2.26 | … | … | 2.15 | 3.37 | 3.46 | 2.86 | 1.95 | 2.79 | 2.50 | 3.25 | 2.32 | 1.90 | 1.69 | 1.85 | 1.33 | 1.88 | 1.77 | 1.76 | 3.65 | 4.00 | 3.98 | 3.90 | 3.95 | 3.82 | 3.63 | 4.00 | 4.05 | 5.17 | 5.39 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVFC (WVS Financial Corp) |
-20.48%
Jun 2009 – Jun 2012 |
-11.89%
Jun 2007 – Jun 2012 |
-4.00%
Jun 2002 – Jun 2012 |
-1.60%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVFC (WVS Financial Corp) |
34.84%
Feb 1995 – Feb 1998 |
18.94%
Jun 2012 – Jun 2017 |
13.00%
May 1994 – May 2004 |
8.97%
May 1994 – May 2009 |
Annualized Rolling Returns Comparison Chart