Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBIA | NA | -0.15% | 3.00% | -2.34% | NA | NA | NA | … | … |
Data as of 11/01/2019, Common starting date is 08/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBIA | 08/27/2014 | 11/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.15 | 3.00 | -2.34 | NA | NA | NA | … | … | 4.77 | -15.15 | 8.98 | 2.82 | -9.87 | 0.48 |
| Sharpe Ratio | NA | -0.14 | 0.17 | -0.25 | NA | NA | NA | … | … | 0.33 | -1.59 | 0.82 | 0.22 | -0.70 | 0.15 |
| Standard Deviation(%) | NA | 11.94 | 11.21 | 11.88 | NA | NA | NA | … | … | 12.63 | 10.33 | 10.27 | 12.03 | 14.07 | 9.07 |
| Draw Down(%) | NA | 9.89 | 21.94 | 22.63 | NA | NA | NA | … | … | 9.89 | 19.54 | 8.05 | 9.83 | 19.40 | 5.69 |
| Yield(%) | 0.00 | 0.82 | 0.89 | 0.50 | 0.26 | 0.17 | 0.13 | … | … | 0.73 | 0.85 | 0.67 | 0.12 | 0.28 | 0.11 |
Data as of 11/01/2019, Common starting date is 08/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBIA (WBIA) |
-1.67%
Dec 2015 – Dec 2018 |
-2.29%
Oct 2014 – Oct 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBIA (WBIA) |
5.27%
Aug 2015 – Aug 2018 |
-2.26%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart