Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBDSF | 51.08% | 51.08% | 16.50% | 9.60% | -3.11% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBDSF | 03/27/2013 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 51.08 | 16.50 | 9.60 | -3.11 | NA | NA | … | … | 51.08 | 4.66 | 0.00 | 0.00 | -47.19 | 26.98 | -30.05 | 5.30 | -11.13 | -8.30 |
| Sharpe Ratio | NA | 0.69 | 0.28 | 0.14 | -0.13 | NA | NA | … | … | 1.49 | 0.39 | 0.00 | 0.00 | -1.25 | 1.29 | -0.78 | 0.59 | -0.51 | -0.68 |
| Standard Deviation(%) | NA | 69.76 | 51.16 | 51.16 | 35.95 | NA | NA | … | … | 107.03 | 4.57 | NA | NA | 39.03 | 20.44 | 38.66 | 8.94 | 21.67 | 15.73 |
| Draw Down(%) | NA | 23.08 | 23.08 | 23.08 | 53.88 | NA | NA | … | … | 23.08 | 0.00 | 0.00 | 0.00 | 47.19 | 7.32 | 31.61 | 5.64 | 18.15 | 12.22 |
| Yield(%) | 0.00 | 4.59 | 3.01 | 1.81 | 0.42 | 0.24 | 0.18 | … | … | 4.59 | 4.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 03/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBDSF (WBDSF) |
-22.74%
May 2016 – May 2019 |
-16.56%
Jun 2014 – Jun 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBDSF (WBDSF) |
25.80%
Feb 2023 – Feb 2026 |
2.89%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart