Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHIB | NA | -98.60% | -92.95% | -83.01% | -50.23% | -30.08% | NA | … | … |
Data as of 08/22/2025, Common starting date is 06/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHIB | 06/12/2008 | 08/22/2025 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -98.60 | -92.95 | -83.01 | -50.23 | -30.08 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 08/22/2025, Common starting date is 06/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHIB (WHIB) |
-83.80%
Apr 2021 – Apr 2024 |
-47.88%
Feb 2020 – Feb 2025 |
-26.25%
Apr 2014 – Apr 2024 |
-20.29%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHIB (WHIB) |
321.72%
Jan 2018 – Jan 2021 |
112.80%
Feb 2016 – Feb 2021 |
34.93%
Oct 2010 – Oct 2020 |
7.25%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart