Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WKC (World Kinect Corporation) | 34.01% | 14.46% | 11.02% | 0.29% | -1.93% | 0.78% | 2.37% | … | … |
Data as of 06/09/2026, Common starting date is 08/28/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WKC (World Kinect Corporation) | 08/28/1986 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.05 | 14.46 | 11.02 | 0.29 | -1.93 | 0.78 | 2.37 | … | … | 34.01 | -12.32 | 23.82 | -14.60 | 5.32 | -13.74 | -27.09 | 104.82 | -23.15 | -38.26 | 19.99 | -17.61 | 9.09 | 5.23 | -1.55 | 16.56 | 35.71 | 45.45 | 27.82 | -34.58 | 32.10 | 35.76 | 46.97 | 66.10 | 12.46 | 162.50 | -6.05 | -29.90 | -48.62 | 41.92 | 40.50 | 56.41 | -3.06 | 24.75 | -36.87 | 36.75 | -12.03 | 62.19 | 30.16 | 193.02 | -18.87 |
| Sharpe Ratio | NA | 0.33 | 0.24 | -0.08 | -0.10 | NA | NA | … | … | 2.39 | -0.54 | 0.65 | -0.54 | 0.09 | -0.31 | -0.35 | 3.31 | -0.53 | -1.11 | 0.59 | -0.59 | 0.40 | 0.21 | -0.05 | 0.40 | 0.92 | 0.99 | 0.30 | -0.89 | 0.71 | 0.78 | 1.46 | 3.11 | 0.32 | 3.40 | -0.16 | -0.82 | -1.12 | 1.50 | 1.32 | 1.72 | -0.19 | 0.61 | -0.69 | 1.29 | -0.42 | 1.80 | 0.70 | 2.02 | -0.51 |
| Standard Deviation(%) | NA | 28.26 | 30.61 | 35.49 | 42.75 | NA | NA | … | … | 32.08 | 28.52 | 30.87 | 33.80 | 45.59 | 44.15 | 77.41 | 31.19 | 46.80 | 35.04 | 33.28 | 29.96 | 22.74 | 25.28 | 30.52 | 41.33 | 38.82 | 45.80 | 89.04 | 42.57 | 40.60 | 43.09 | 31.52 | 21.01 | 35.86 | 48.29 | 62.25 | 40.49 | 46.67 | 25.45 | 27.56 | 30.52 | 31.69 | 37.11 | 56.73 | 25.33 | 41.28 | 31.20 | 35.98 | 92.77 | 97.88 |
| Draw Down(%) | NA | 22.53 | 26.45 | 45.43 | 58.80 | NA | NA | … | … | 19.49 | 24.15 | 16.64 | 39.19 | 30.44 | 32.06 | 55.45 | 9.03 | 37.75 | 43.74 | 21.90 | 40.74 | 25.06 | 22.26 | 30.33 | 23.47 | 20.68 | 29.32 | 50.70 | 39.97 | 32.78 | 30.84 | 25.40 | 6.42 | 23.32 | 35.96 | 34.34 | 53.87 | 59.61 | 23.84 | 18.59 | 15.87 | 26.36 | 36.07 | 55.55 | 25.00 | 48.84 | 14.61 | 23.40 | 52.78 | 49.99 |
| Yield(%) | 0.00 | 2.85 | 2.80 | 1.73 | 1.02 | 1.09 | 0.63 | … | … | 0.83 | 2.81 | 2.96 | 2.11 | 1.89 | 1.52 | 0.93 | 1.69 | 0.84 | 0.52 | 0.63 | 0.51 | 0.35 | 0.36 | 0.35 | 0.41 | 0.53 | 0.41 | 0.26 | 0.17 | 0.22 | 0.15 | 0.22 | 0.37 | 0.41 | 0.68 | 0.66 | 0.46 | 0.23 | 0.23 | 0.28 | 0.18 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 08/28/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WKC (World Kinect Corporation) |
-30.34%
Nov 1997 – Nov 2000 |
-14.52%
Mar 2015 – Mar 2020 |
-6.30%
Apr 2015 – Apr 2025 |
-2.48%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WKC (World Kinect Corporation) |
85.17%
Nov 1986 – Nov 1989 |
62.06%
Nov 2000 – Nov 2005 |
35.80%
Dec 2000 – Dec 2010 |
26.29%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison Chart