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
WCPB 1.18% NA NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 08/11/2025
More Performance Analytics Comparison
Name Start Date End Date
WCPB 08/11/2025 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.20 NA NA NA NA NA NA 1.18 0.00
Sharpe Ratio NA NA NA NA NA NA NA -0.25 NA
Standard Deviation(%) NA NA NA NA NA NA NA 4.16 3.64
Draw Down(%) NA NA NA NA NA NA NA 2.64 1.02
Yield(%) 0.00 NA NA NA NA NA NA 1.95 NA
Data as of 06/11/2026, Common starting date is 08/11/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WCPB (WCPB) 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
WCPB (WCPB) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return