Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WARFF (Wharf (Holdings) Limited) | 3.10% | 9.44% | 10.96% | -0.36% | -3.76% | -2.90% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WARFF (Wharf (Holdings) Limited) | 02/17/2009 | 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.03 | 9.44 | 10.96 | -0.36 | -3.76 | -2.90 | NA | … | … | 3.10 | 2.86 | -5.75 | 5.28 | -2.23 | 22.30 | 16.54 | -9.72 | -16.70 | -50.02 | 32.89 | -20.22 | -8.39 | 3.11 | 81.94 | -41.05 | 34.89 | 165.91 |
| Sharpe Ratio | NA | 0.29 | 0.16 | -0.05 | -0.08 | NA | NA | … | … | 0.10 | -0.01 | -0.32 | 0.03 | -0.08 | 0.63 | 0.31 | -0.47 | -0.67 | -0.46 | 0.94 | -0.66 | -0.31 | 0.09 | 2.16 | -0.81 | 0.32 | 3.60 |
| Standard Deviation(%) | NA | 49.86 | 47.35 | 45.14 | 53.63 | NA | NA | … | … | 48.32 | 61.47 | 45.19 | 37.13 | 45.25 | 35.61 | 52.29 | 23.66 | 27.03 | 111.02 | 34.81 | 30.60 | 26.92 | 33.37 | 38.25 | 50.47 | 109.63 | 56.97 |
| Draw Down(%) | NA | 20.30 | 37.50 | 44.41 | 83.25 | NA | NA | … | … | 17.03 | 22.18 | 25.53 | 28.34 | 24.05 | 18.18 | 46.78 | 27.78 | 37.81 | 68.48 | 17.74 | 31.72 | 21.09 | 21.97 | 19.12 | 46.28 | 56.00 | 16.47 |
| Yield(%) | 0.00 | 0.92 | 1.19 | 2.14 | 1.75 | 1.79 | 5.05 | … | … | 0.00 | 1.06 | 0.87 | 2.09 | 2.01 | 8.71 | 1.72 | 3.02 | 4.27 | 4.07 | 4.44 | 3.28 | 0.91 | 2.74 | 3.34 | 1.74 | 2.28 | 5.01 |
Data as of 06/05/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WARFF (Wharf (Holdings) Limited) |
-42.61%
Aug 2017 – Aug 2020 |
-22.67%
May 2015 – May 2020 |
-10.06%
Mar 2013 – Mar 2023 |
-4.03%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WARFF (Wharf (Holdings) Limited) |
33.61%
Mar 2009 – Mar 2012 |
23.95%
Mar 2009 – Mar 2014 |
4.69%
Mar 2009 – Mar 2019 |
5.40%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart