Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JWA (John Wiley & Sons Inc) NA 28,455.17% NA NA NA NA NA
Data as of 06/19/2018, Common starting date is 07/25/2016
More Performance Analytics Comparison
Name Start Date End Date
JWA (John Wiley & Sons Inc) 07/25/2016 06/19/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990
Annualized Return (%) 0.00 28,455.17 NA NA NA NA NA 12,534.61 -32.47 -65.00 2.51 19.58 -15.85 12.48 -0.39 13.05 35.07 9.48 5.12 8.01 29.33 -30.17 78.52 68.70 -1.20 48.29 24.81 41.44 59.55 11.81 -20.60
Sharpe Ratio NA 38.42 0.11 0.12 0.30 NA NA 1,986.12 -0.30 -0.70 0.64 0.59 -0.31 0.42 -0.21 0.58 1.84 0.43 0.15 0.16 0.63 -0.94 2.60 0.50 -0.18 2.42 1.06 1.38 1.73 0.20 -0.79
Standard Deviation(%) NA 177.39 38.89 32.59 30.84 NA NA 1,692.09 110.56 129.79 13.24 33.12 53.34 22.54 17.30 18.83 18.53 20.21 26.39 36.30 40.05 35.48 28.94 26.77 25.52 18.40 20.52 28.37 32.77 40.40 39.69
Draw Down(%) NA 57.63 47.00 47.00 47.00 NA NA 13.79 66.23 65.00 6.54 26.73 47.00 21.73 19.27 17.86 7.31 14.01 28.44 19.16 26.29 37.34 15.49 12.81 21.65 9.29 12.46 19.56 10.47 26.46 45.81
Yield(%) 0.00 101.05 28.64 17.18 8.59 5.73 4.30 0.00 156.79 28.18 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 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/19/2018, Common starting date is 07/25/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JWA (John Wiley & Sons Inc) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JWA (John Wiley & Sons Inc) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return