Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLTG (WealthTrust DBS Long Term Growth ETF) | 5.63% | 24.43% | 22.75% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/07/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLTG (WealthTrust DBS Long Term Growth ETF) | 12/07/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.54 | 24.43 | 22.75 | NA | NA | NA | NA | … | … | 5.63 | 24.54 | 26.88 | 17.01 | -22.64 | 1.00 |
| Sharpe Ratio | NA | 1.67 | 1.37 | NA | NA | NA | NA | … | … | 0.68 | 1.30 | 1.69 | 1.21 | -1.34 | 1.04 |
| Standard Deviation(%) | NA | 13.64 | 14.44 | NA | NA | NA | NA | … | … | 15.60 | 16.68 | 13.78 | 11.12 | 17.97 | 15.17 |
| Draw Down(%) | NA | 9.56 | 17.11 | NA | NA | NA | NA | … | … | 9.56 | 17.11 | 10.50 | 8.76 | 25.12 | 2.93 |
| Yield(%) | 0.00 | 5.00 | 2.96 | 1.53 | 0.77 | 0.51 | 0.38 | … | … | 0.00 | 5.26 | 0.70 | 0.83 | 0.33 | 0.02 |
Data as of 06/09/2026, Common starting date is 12/07/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLTG (WealthTrust DBS Long Term Growth ETF) |
6.12%
Mar 2022 – Mar 2025 |
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 |
|---|---|---|---|---|
| WLTG (WealthTrust DBS Long Term Growth ETF) |
24.97%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart