Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLHSF (Wilh. Wilhelmsen) | NA | 5.72% | 25.60% | 15.41% | 11.01% | 19.64% | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLHSF (Wilh. Wilhelmsen) | 10/09/2009 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.72 | 25.60 | 15.41 | 11.01 | 19.64 | NA | … | … | -8.75 | 91.46 | 7.87 | 3.31 | 1.40 | 0.00 | 1.36 | 3.25 | 0.28 | 20.48 | -18.52 | 17.01 | 151.62 | 68.11 | 41.05 | -21.04 | 1.98 |
| Sharpe Ratio | NA | -0.08 | 0.72 | 0.55 | 0.53 | NA | NA | … | … | -1.04 | 1.83 | 0.96 | 0.81 | 0.99 | 0.00 | -0.08 | 0.79 | -1.80 | 1.13 | -0.60 | 1.50 | 2.82 | 1.85 | 1.62 | -0.03 | 0.92 |
| Standard Deviation(%) | NA | 14.24 | 28.87 | 22.38 | 17.08 | NA | NA | … | … | 14.20 | 48.12 | 4.43 | 2.33 | 1.39 | NA | 1.35 | 2.37 | 0.21 | 17.93 | 31.01 | 11.32 | 53.71 | 37.18 | 25.31 | 621.88 | 9.79 |
| Draw Down(%) | NA | 12.22 | 12.22 | 12.22 | 12.22 | NA | NA | … | … | 12.22 | 3.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.01 | 32.52 | 0.00 | 6.08 | 0.00 | 0.00 | 98.72 | 2.41 |
| Yield(%) | 0.00 | 11.38 | 10.75 | 7.10 | 6.96 | 16.19 | 9.72 | … | … | 6.46 | 12.15 | 7.48 | 3.23 | 1.38 | 0.00 | 1.34 | 3.17 | 0.28 | 22.35 | 15.08 | 15.08 | 31.38 | 45.64 | 31.38 | 1.52 | 0.00 |
Data as of 09/26/2025, Common starting date is 10/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLHSF (Wilh. Wilhelmsen) |
-2.95%
Apr 2015 – Apr 2018 |
-1.29%
Apr 2015 – Apr 2020 |
2.17%
Apr 2014 – Apr 2024 |
16.32%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLHSF (Wilh. Wilhelmsen) |
419.81%
Mar 2010 – Mar 2013 |
233.66%
Mar 2010 – Mar 2015 |
83.21%
Mar 2010 – Mar 2020 |
57.46%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison Chart