Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBIB | NA | 0.42% | 0.87% | -1.48% | 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 |
|---|---|---|
| WBIB | 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 (%) | 0.01 | 0.42 | 0.87 | -1.48 | NA | NA | NA | … | … | 6.45 | -20.25 | 8.06 | 8.01 | -5.41 | -2.87 |
| Sharpe Ratio | NA | -0.09 | -0.02 | -0.19 | NA | NA | NA | … | … | 0.50 | -1.99 | 0.71 | 0.63 | -0.43 | -0.80 |
| Standard Deviation(%) | NA | 11.78 | 11.53 | 11.79 | NA | NA | NA | … | … | 12.36 | 10.85 | 10.57 | 12.30 | 12.74 | 10.14 |
| Draw Down(%) | NA | 9.57 | 23.17 | 23.17 | NA | NA | NA | … | … | 9.57 | 23.17 | 7.99 | 9.64 | 11.11 | 7.39 |
| Yield(%) | 0.00 | 0.88 | 0.84 | 0.63 | 0.32 | 0.22 | 0.16 | … | … | 0.64 | 0.63 | 0.73 | 0.67 | 0.59 | 0.15 |
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 |
|---|---|---|---|---|
| WBIB (WBIB) |
-2.46%
Nov 2015 – Nov 2018 |
-1.60%
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 |
|---|---|---|---|---|
| WBIB (WBIB) |
5.00%
Jan 2015 – Jan 2018 |
-1.20%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart