Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WYGPY (Worley Parsons Ltd) | 12.59% | 10.92% | -2.65% | 2.82% | 9.21% | -4.40% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WYGPY (Worley Parsons Ltd) | 02/23/2010 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.21 | 10.92 | -2.65 | 2.82 | 9.21 | -4.40 | NA | … | … | 12.59 | 1.11 | -26.35 | 20.82 | 36.70 | -8.58 | -9.50 | 28.54 | -22.75 | 65.49 | 104.78 | -55.94 | -42.19 | -36.80 | -3.64 | -2.45 | 42.97 |
| Sharpe Ratio | NA | 0.11 | -0.13 | 0.06 | 0.18 | NA | NA | … | … | 0.32 | -0.03 | -0.80 | 0.64 | 0.88 | -0.16 | -0.12 | 0.66 | -0.59 | 1.63 | 1.56 | -1.03 | -1.24 | -0.80 | -0.12 | -0.06 | 1.56 |
| Standard Deviation(%) | NA | 51.34 | 44.43 | 41.84 | 48.78 | NA | NA | … | … | 56.32 | 53.68 | 37.41 | 27.23 | 40.28 | 52.73 | 81.49 | 41.11 | 40.89 | 39.95 | 66.96 | 54.09 | 33.99 | 46.07 | 32.24 | 42.77 | 32.91 |
| Draw Down(%) | NA | 31.41 | 40.34 | 40.34 | 79.02 | NA | NA | … | … | 30.35 | 28.62 | 29.82 | 18.31 | 26.45 | 30.55 | 73.97 | 27.74 | 46.40 | 22.19 | 35.06 | 66.74 | 57.42 | 49.67 | 24.76 | 33.55 | 29.35 |
| Yield(%) | 0.00 | 3.59 | 2.90 | 3.49 | 4.83 | 1.31 | 1.78 | … | … | 2.12 | 3.38 | 2.81 | 3.24 | 4.66 | 4.23 | 3.38 | 2.33 | 1.74 | 0.00 | 0.00 | 5.24 | 5.31 | 3.59 | 3.57 | 3.09 | 2.58 |
Data as of 06/05/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WYGPY (Worley Parsons Ltd) |
-52.67%
Jan 2013 – Jan 2016 |
-35.82%
Jan 2011 – Jan 2016 |
-13.16%
Mar 2010 – Mar 2020 |
-5.70%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WYGPY (Worley Parsons Ltd) |
65.53%
Jan 2016 – Jan 2019 |
33.47%
Jan 2016 – Jan 2021 |
18.46%
Jan 2016 – Jan 2026 |
-1.21%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart