Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WNTR | -5.30% | 70.64% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/27/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WNTR | 03/27/2025 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 18.15 | 70.64 | NA | NA | NA | NA | NA | … | … | -5.30 | 54.43 |
| Sharpe Ratio | NA | 1.32 | NA | NA | NA | NA | NA | … | … | -0.22 | 1.68 |
| Standard Deviation(%) | NA | 51.67 | NA | NA | NA | NA | NA | … | … | 66.36 | 44.19 |
| Draw Down(%) | NA | 42.65 | NA | NA | NA | NA | NA | … | … | 42.65 | 38.59 |
| Yield(%) | 1.43 | 84.59 | 22.62 | 13.57 | 6.79 | 4.52 | 3.39 | … | … | 28.12 | 46.40 |
Data as of 06/05/2026, Common starting date is 03/27/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WNTR (WNTR) |
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 |
|---|---|---|---|---|
| WNTR (WNTR) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart