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
WISD 1.61% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 11/05/2025
More Performance Analytics Comparison
Name Start Date End Date
WISD 11/05/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.11 NA NA NA NA NA NA 1.61 1.01
Sharpe Ratio NA NA NA NA NA NA NA 1.11 5.95
Standard Deviation(%) NA NA NA NA NA NA NA 1.17 0.73
Draw Down(%) NA NA NA NA NA NA NA 0.74 0.14
Yield(%) 0.00 2.91 0.97 0.58 0.29 0.19 0.15 2.08 0.83
Data as of 06/05/2026, Common starting date is 11/05/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WISD (WISD) 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
WISD (WISD) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return