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
WBKCY -10.63% NA NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 04/22/2026
More Performance Analytics Comparison
Name Start Date End Date
WBKCY 04/22/2026 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) -1.35 NA NA NA NA NA NA -10.63
Sharpe Ratio NA NA NA NA NA NA NA -1.81
Standard Deviation(%) NA NA NA NA NA NA NA 33.76
Draw Down(%) NA NA NA NA NA NA NA 11.14
Yield(%) 0.00 1.92 0.64 0.38 0.19 0.13 0.10 1.92
Data as of 06/09/2026, Common starting date is 04/22/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WBKCY (WBKCY) 0.00%
NA
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
WBKCY (WBKCY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return