Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCCB | 13.14% | 28.69% | 28.05% | 19.25% | 15.53% | 17.76% | 8.55% | … | … |
Data as of 06/09/2026, Common starting date is 02/17/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCCB | 02/17/2005 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.38 | 28.69 | 28.05 | 19.25 | 15.53 | 17.76 | 8.55 | … | … | 13.14 | 7.84 | 42.00 | 22.45 | 8.26 | 28.66 | -22.22 | 15.83 | -6.32 | 36.95 | 38.95 | 34.57 | 21.88 | 28.79 | 17.80 | 12.38 | 18.91 | -26.42 | -30.84 | -26.95 | -18.10 | 65.71 |
| Sharpe Ratio | NA | 2.61 | 1.99 | 1.04 | 0.63 | NA | NA | … | … | 3.17 | 0.51 | 2.36 | 0.91 | 0.39 | 1.21 | -0.50 | 1.05 | -0.36 | 1.91 | 1.57 | 1.52 | 0.88 | 0.80 | 0.44 | 0.24 | 0.38 | -0.49 | -0.51 | -1.07 | -0.59 | 1.37 |
| Standard Deviation(%) | NA | 9.55 | 12.88 | 16.23 | 22.17 | NA | NA | … | … | 10.14 | 9.67 | 16.26 | 20.74 | 17.83 | 23.62 | 44.79 | 13.68 | 21.53 | 19.08 | 24.63 | 22.67 | 24.94 | 35.93 | 40.23 | 52.01 | 49.81 | 53.70 | 61.89 | 28.19 | 36.91 | 55.65 |
| Draw Down(%) | NA | 4.82 | 8.90 | 18.94 | 46.93 | NA | NA | … | … | 4.48 | 7.61 | 8.90 | 17.54 | 18.94 | 10.71 | 46.93 | 5.52 | 19.80 | 5.42 | 11.99 | 9.19 | 11.26 | 12.82 | 17.56 | 33.33 | 26.82 | 43.33 | 42.31 | 32.62 | 22.76 | 27.50 |
| Yield(%) | 0.00 | 2.30 | 3.05 | 2.74 | 2.78 | 5.28 | 1.76 | … | … | 1.07 | 1.97 | 2.31 | 2.43 | 1.64 | 0.86 | 0.56 | 0.66 | 0.57 | 0.52 | 0.70 | 0.94 | 1.13 | 1.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 02/17/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCCB (WCCB) |
-30.20%
Nov 2006 – Nov 2009 |
-18.78%
Feb 2006 – Feb 2011 |
0.12%
Nov 2005 – Nov 2015 |
3.29%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCCB (WCCB) |
36.81%
Dec 2014 – Dec 2017 |
32.08%
Dec 2012 – Dec 2017 |
21.36%
Nov 2009 – Nov 2019 |
18.88%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart