Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WOLTF (Wolters Kluwer N.V) | -31.97% | -58.08% | -12.19% | -3.29% | 7.93% | 10.25% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/17/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOLTF (Wolters Kluwer N.V) | 12/17/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.00 | -58.08 | -12.19 | -3.29 | 7.93 | 10.25 | NA | … | … | -31.97 | -35.06 | 25.47 | 32.34 | -5.10 | 38.61 | 19.47 | 20.36 | 17.50 | 48.51 | 7.34 | 15.55 | 8.44 | 44.20 | 24.85 | -20.02 | 1.53 |
| Sharpe Ratio | NA | -1.10 | -0.38 | -0.15 | 0.21 | NA | NA | … | … | -1.03 | -0.73 | 1.05 | 1.24 | -0.22 | 1.50 | 0.69 | 1.06 | 1.81 | 2.39 | 0.32 | 0.93 | 0.37 | 2.04 | 0.94 | -0.76 | 6.59 |
| Standard Deviation(%) | NA | 55.41 | 40.64 | 37.66 | 29.51 | NA | NA | … | … | 60.12 | 52.15 | 20.76 | 23.44 | 29.44 | 26.76 | 27.75 | 17.86 | 8.92 | 20.12 | 22.14 | 16.70 | 22.90 | 21.69 | 26.63 | 26.36 | 8.06 |
| Draw Down(%) | NA | 61.76 | 63.05 | 63.05 | 63.05 | NA | NA | … | … | 37.50 | 45.69 | 9.60 | 15.09 | 22.47 | 6.39 | 21.56 | 3.81 | 2.83 | 0.00 | 17.33 | 13.00 | 19.14 | 8.76 | 20.00 | 33.86 | 0.00 |
| Yield(%) | 0.00 | 2.23 | 3.30 | 3.08 | 4.87 | 6.71 | 5.54 | … | … | 1.73 | 3.16 | 2.38 | 1.96 | 1.82 | 1.07 | 1.78 | 1.73 | 1.91 | 2.25 | 2.35 | 2.97 | 2.47 | 3.40 | 4.01 | 3.07 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/17/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOLTF (Wolters Kluwer N.V) |
-14.59%
Mar 2023 – Mar 2026 |
-3.48%
May 2021 – May 2026 |
7.83%
May 2016 – May 2026 |
10.17%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOLTF (Wolters Kluwer N.V) |
31.82%
Feb 2017 – Feb 2020 |
28.31%
Dec 2016 – Dec 2021 |
23.75%
Dec 2011 – Dec 2021 |
13.11%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart