Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGNIX (Pabrai Wagons Institutional) | 12.45% | 18.52% | NA | NA | NA | NA | NA | … | … |
Data as of 02/06/2026, Common starting date is 12/04/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGNIX (Pabrai Wagons Institutional) | 12/04/2023 | 02/06/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.01 | 18.52 | NA | NA | NA | NA | NA | … | … | 12.45 | 3.71 | 11.17 | 2.02 |
| Sharpe Ratio | NA | 0.73 | NA | NA | NA | NA | NA | … | … | 11.12 | 0.04 | 0.39 | 1.67 |
| Standard Deviation(%) | NA | 21.45 | NA | NA | NA | NA | NA | … | … | 18.83 | 21.39 | 19.54 | 17.04 |
| Draw Down(%) | NA | 25.39 | NA | NA | NA | NA | NA | … | … | 2.04 | 26.95 | 16.81 | 2.90 |
| Yield(%) | 0.00 | 0.68 | 0.75 | 0.45 | 0.23 | 0.15 | 0.11 | … | … | 0.00 | 0.67 | 1.36 | 0.13 |
Data as of 02/06/2026, Common starting date is 12/04/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGNIX (Pabrai Wagons Institutional) |
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 |
|---|---|---|---|---|
| WGNIX (Pabrai Wagons Institutional) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart