Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWSH (Wright Investors Service Holdings Inc) | 27.78% | 35.29% | 6.58% | 0.00% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWSH (Wright Investors Service Holdings Inc) | 03/17/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 43.75 | 35.29 | 6.58 | 0.00 | NA | NA | NA | … | … | 27.78 | -18.18 | 46.67 | 25.00 | -58.62 | 11.54 | -48.00 |
| Sharpe Ratio | NA | 0.12 | 0.02 | -0.02 | NA | NA | NA | … | … | 0.18 | -0.17 | 0.52 | 0.16 | -0.79 | 0.11 | -0.23 |
| Standard Deviation(%) | NA | 272.03 | 181.06 | 152.91 | NA | NA | NA | … | … | 407.42 | 126.08 | 77.29 | 132.70 | 75.96 | 102.24 | 240.48 |
| Draw Down(%) | NA | 87.50 | 88.00 | 90.91 | NA | NA | NA | … | … | 84.21 | 59.09 | 44.00 | 40.91 | 70.00 | 53.85 | 64.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWSH (Wright Investors Service Holdings Inc) |
-33.68%
Aug 2020 – Aug 2023 |
-20.42%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWSH (Wright Investors Service Holdings Inc) |
16.55%
Nov 2022 – Nov 2025 |
0.00%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart