Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAGRX (INVESTED GROWTH PORTFOLIO INVESTED GROWTH PORTFOLIO) | NA | 3.13% | 10.85% | 9.50% | 10.13% | 7.52% | 8.39% | … | … |
Data as of 07/27/2022, Common starting date is 12/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAGRX (INVESTED GROWTH PORTFOLIO INVESTED GROWTH PORTFOLIO) | 12/19/2001 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.13 | 10.85 | 9.50 | 10.13 | 7.52 | 8.39 | … | … | 0.16 | 5.73 | 13.71 | 21.20 | -5.85 | 21.83 | 2.02 | 1.16 | 5.71 | 27.05 | 11.11 | -4.46 | 14.13 | 24.96 | -25.87 | 12.40 | 12.33 | 7.94 | 9.98 | 21.22 | -15.22 | 0.59 |
| Sharpe Ratio | NA | 0.15 | 0.58 | 0.58 | 0.72 | NA | NA | … | … | -0.01 | 0.53 | 0.58 | 2.34 | -0.63 | 3.05 | 0.13 | 0.08 | 0.55 | 2.49 | 0.94 | -0.20 | 0.93 | 1.48 | -1.19 | 0.77 | 1.02 | 0.73 | 0.99 | 1.97 | -1.25 | 2.55 |
| Standard Deviation(%) | NA | 18.34 | 17.90 | 15.14 | 13.49 | NA | NA | … | … | 23.36 | 10.67 | 23.32 | 8.45 | 11.36 | 6.99 | 13.35 | 13.88 | 10.37 | 10.83 | 11.88 | 22.77 | 15.16 | 16.83 | 22.37 | 12.25 | 8.89 | 7.91 | 9.12 | 10.44 | 13.04 | 8.73 |
| Draw Down(%) | NA | 16.79 | 26.54 | 26.54 | 26.54 | NA | NA | … | … | 16.17 | 9.16 | 26.54 | 4.51 | 14.19 | 2.74 | 13.07 | 11.78 | 7.50 | 6.70 | 10.11 | 20.51 | 12.08 | 15.24 | 34.19 | 7.86 | 8.66 | 5.78 | 7.79 | 7.70 | 21.74 | 0.81 |
| Yield(%) | 0.00 | 16.67 | 10.79 | 9.78 | 10.09 | 7.25 | 9.08 | … | … | 10.09 | 7.78 | 6.04 | 8.01 | 13.34 | 5.02 | 10.12 | 11.94 | 13.39 | 3.12 | 5.78 | 6.73 | 1.21 | 4.09 | 7.76 | 14.26 | 4.53 | 0.82 | 1.71 | 0.00 | 0.00 | 0.21 |
Data as of 07/27/2022, Common starting date is 12/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAGRX (INVESTED GROWTH PORTFOLIO INVESTED GROWTH PORTFOLIO) |
-6.55%
Feb 2006 – Feb 2009 |
-0.30%
Feb 2004 – Feb 2009 |
5.12%
Jan 2002 – Jan 2012 |
6.26%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAGRX (INVESTED GROWTH PORTFOLIO INVESTED GROWTH PORTFOLIO) |
17.41%
Feb 2009 – Feb 2012 |
16.81%
Feb 2009 – Feb 2014 |
11.20%
Feb 2009 – Feb 2019 |
8.96%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart