Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVES_old (Wedbush Series Trust) | NA | -34.42% | -7.00% | -8.12% | NA | NA | NA | … | … |
Data as of 08/06/2025, Common starting date is 03/09/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVES_old (Wedbush Series Trust) | 03/09/2016 | 08/06/2025 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -34.42 | -7.00 | -8.12 | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.22 | 0.10 | 0.11 | 0.55 | 0.37 | 0.27 | … | … |
Data as of 08/06/2025, Common starting date is 03/09/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVES_old (Wedbush Series Trust) |
-7.92%
Jan 2021 – Jan 2024 |
-7.70%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVES_old (Wedbush Series Trust) |
18.80%
Dec 2018 – Dec 2021 |
17.04%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart