Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WBIH NA -7.54% 0.07% NA NA NA NA
Data as of 06/18/2019, Common starting date is 08/28/2014
More Performance Analytics Comparison
Name Start Date End Date
WBIH 08/28/2014 06/18/2019
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 -7.54 0.07 NA NA NA NA -0.12 -9.53 7.82 3.62 -4.09 -0.71
Sharpe Ratio NA -1.39 -0.17 NA NA NA NA -0.29 -1.64 2.13 0.79 -0.77 -0.59
Standard Deviation(%) NA 6.52 5.37 NA NA NA NA 6.56 6.61 3.39 4.27 5.39 3.50
Draw Down(%) NA 9.68 12.12 NA NA NA NA 5.61 12.12 1.63 2.19 7.56 2.18
Yield(%) 0.00 3.41 2.87 2.16 1.08 0.72 0.54 1.43 2.93 2.93 1.54 1.97 0.52
Data as of 06/18/2019, Common starting date is 08/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WBIH (WBIH) 0.19%
May 2016 – May 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WBIH (WBIH) 2.73%
Aug 2015 – Aug 2018
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return