Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLYB (John Wiley & Sons, Inc.) | NA | -3.73% | -7.37% | 4.33% | -1.25% | 2.52% | 2.35% | … | … |
Data as of 06/12/2025, Common starting date is 09/14/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLYB (John Wiley & Sons, Inc.) | 09/14/1982 | 06/12/2025 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | -3.73 | -7.37 | 4.33 | -1.25 | 2.52 | 2.35 | … | … | -12.14 | 40.18 | -14.69 | -29.73 | 22.95 | -6.85 | 4.12 | -29.05 | 20.71 | 20.42 | -25.02 | 10.11 | 41.65 | -12.57 | -2.52 | 7.81 | 18.68 | -17.11 | 11.24 | -0.26 | 11.88 | 32.01 | 9.80 | 2.05 | 11.38 | 26.32 | -30.55 | 76.90 | 69.15 | -1.54 | 47.73 | 20.96 | 41.26 | 64.80 | 4.17 | -42.31 | -2.81 | 118.36 | -25.76 | -23.26 | 38.71 | -11.43 | 41.41 | 33.78 |
| Sharpe Ratio | NA | 0.17 | -0.25 | 0.06 | -0.08 | NA | NA | … | … | -0.59 | 0.89 | -0.42 | -0.82 | 0.77 | -0.15 | 0.09 | -1.38 | 1.10 | 0.76 | -1.05 | 0.55 | 2.04 | -0.60 | -0.10 | 0.39 | 0.58 | -0.37 | 0.41 | -0.22 | 0.56 | 1.91 | 0.51 | 0.04 | 0.30 | 0.67 | -0.94 | 2.69 | 2.85 | -0.24 | 2.43 | 0.99 | 1.79 | 3.31 | 0.02 | -1.40 | -0.47 | 2.89 | -0.97 | -1.18 | 1.48 | -0.86 | 1.57 | 4.00 |
| Standard Deviation(%) | NA | 45.19 | 43.21 | 38.59 | 34.26 | NA | NA | … | … | 47.59 | 38.18 | 44.99 | 38.23 | 29.83 | 46.81 | 30.54 | 22.07 | 18.36 | 26.72 | 23.88 | 18.33 | 20.43 | 21.29 | 26.84 | 19.66 | 31.95 | 48.70 | 20.39 | 16.05 | 17.44 | 16.26 | 17.84 | 25.76 | 30.37 | 33.21 | 36.10 | 27.40 | 22.92 | 21.22 | 18.07 | 18.12 | 21.76 | 18.69 | 18.42 | 33.88 | 18.10 | 39.18 | 30.73 | 23.13 | 22.61 | 20.91 | 22.36 | 39.24 |
| Draw Down(%) | NA | 28.83 | 43.70 | 52.11 | 53.15 | NA | NA | … | … | 17.73 | 16.56 | 40.64 | 33.85 | 18.66 | 37.68 | 21.96 | 36.08 | 13.22 | 15.10 | 33.79 | 15.79 | 11.80 | 27.88 | 19.24 | 18.29 | 26.82 | 47.39 | 20.84 | 19.59 | 16.30 | 7.33 | 13.63 | 28.13 | 18.11 | 24.51 | 40.20 | 14.93 | 12.89 | 20.87 | 9.36 | 11.29 | 9.62 | 8.82 | 23.02 | 49.04 | 24.26 | 14.65 | 48.94 | 29.07 | 21.43 | 19.72 | 15.00 | 7.78 |
| Yield(%) | 0.00 | 2.57 | 2.19 | 3.45 | 2.19 | 2.98 | 2.61 | … | … | 0.00 | 3.38 | 3.56 | 2.43 | 3.03 | 2.81 | 2.84 | 1.99 | 2.34 | 2.78 | 1.97 | 2.04 | 2.49 | 2.02 | 1.66 | 1.48 | 1.46 | 1.22 | 1.12 | 1.03 | 1.00 | 1.10 | 1.01 | 0.86 | 0.82 | 0.90 | 0.25 | 0.20 | 0.31 | 0.24 | 0.16 | 0.09 | 0.12 | 0.20 | 0.21 | 0.12 | 0.12 | 0.25 | 0.18 | 0.11 | 0.20 | 0.04 | 0.00 | 0.00 |
Data as of 06/12/2025, Common starting date is 09/14/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLYB (John Wiley & Sons, Inc.) |
-17.02%
Nov 1988 – Nov 1991 |
-9.66%
May 2018 – May 2023 |
-2.70%
Feb 2014 – Feb 2024 |
-0.24%
Aug 2005 – Aug 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLYB (John Wiley & Sons, Inc.) |
45.43%
Jan 1996 – Jan 1999 |
39.68%
Dec 1993 – Dec 1998 |
29.56%
Sep 1990 – Sep 2000 |
24.44%
Nov 1990 – Nov 2005 |
Annualized Rolling Returns Comparison Chart