Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WVVIP (Willamette Valley Vineyards Inc PR) | -21.38% | -15.80% | -14.69% | -9.18% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/31/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WVVIP (Willamette Valley Vineyards Inc PR) | 08/31/2016 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | -15.80 | -14.69 | -9.18 | NA | NA | NA | … | … | -21.38 | -4.34 | -17.19 | -17.44 | -15.46 | 34.47 | 13.34 | 14.25 | -9.71 | 5.49 | 23.71 |
| Sharpe Ratio | NA | -0.68 | -0.51 | -0.29 | NA | NA | NA | … | … | -1.33 | -0.23 | -0.50 | -0.52 | -0.40 | 0.80 | 0.27 | 0.34 | -0.21 | 0.06 | 1.99 |
| Standard Deviation(%) | NA | 31.94 | 35.39 | 40.53 | NA | NA | NA | … | … | 36.26 | 31.49 | 41.33 | 41.00 | 42.53 | 42.91 | 48.48 | 37.74 | 52.55 | 80.31 | 44.72 |
| Draw Down(%) | NA | 28.32 | 42.60 | 59.13 | NA | NA | NA | … | … | 28.32 | 14.84 | 26.00 | 25.39 | 41.98 | 16.28 | 21.84 | 19.05 | 21.99 | 39.86 | 12.98 |
| Yield(%) | 0.00 | 6.94 | 4.58 | 4.23 | 5.06 | 3.37 | 2.53 | … | … | 0.00 | 6.49 | 4.87 | 4.36 | 3.32 | 4.04 | 4.68 | 4.71 | 3.90 | 4.27 | 5.06 |
Data as of 06/05/2026, Common starting date is 08/31/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVVIP (Willamette Valley Vineyards Inc PR) |
-16.70%
Dec 2021 – Dec 2024 |
-9.07%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVVIP (Willamette Valley Vineyards Inc PR) |
20.30%
Dec 2018 – Dec 2021 |
14.36%
Sep 2016 – Sep 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart