Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFPCF (Schroder UK Public Private Trust plc) | NA | -57.50% | -18.12% | NA | NA | NA | NA | … | … |
Data as of 12/21/2022, Common starting date is 09/24/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFPCF (Schroder UK Public Private Trust plc) | 09/24/2018 | 12/21/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -57.50 | -18.12 | NA | NA | NA | NA | … | … | -60.47 | 32.02 | -12.68 | -64.81 | -8.62 |
| Sharpe Ratio | NA | -0.18 | -0.06 | NA | NA | NA | NA | … | … | -0.17 | 0.08 | -0.07 | -0.19 | NA |
| Standard Deviation(%) | NA | 340.54 | 409.35 | NA | NA | NA | NA | … | … | 340.54 | 285.58 | 265.30 | 353.45 | 0.00 |
| Draw Down(%) | NA | 60.47 | 60.47 | NA | NA | NA | NA | … | … | 60.47 | 0.00 | 16.97 | 66.09 | 8.62 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/21/2022, Common starting date is 09/24/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFPCF (Schroder UK Public Private Trust plc) |
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 |
|---|---|---|---|---|
| WFPCF (Schroder UK Public Private Trust plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart