Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPLCF (Wise plc) | -9.82% | -30.30% | 11.64% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/09/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPLCF (Wise plc) | 07/09/2021 | 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 (%) | -8.49 | -30.30 | 11.64 | NA | NA | NA | NA | … | … | -9.82 | -11.09 | 21.25 | 63.21 | -36.33 | -20.76 |
| Sharpe Ratio | NA | -0.73 | 0.27 | NA | NA | NA | NA | … | … | -0.25 | -0.36 | 0.34 | 1.33 | -0.58 | -0.88 |
| Standard Deviation(%) | NA | 43.32 | 43.60 | NA | NA | NA | NA | … | … | 51.81 | 39.11 | 44.06 | 44.83 | 65.74 | 43.47 |
| Draw Down(%) | NA | 32.66 | 35.76 | NA | NA | NA | NA | … | … | 30.39 | 29.02 | 35.76 | 22.44 | 66.06 | 39.81 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 07/09/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPLCF (Wise plc) |
-15.44%
Sep 2021 – Sep 2024 |
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 |
|---|---|---|---|---|
| WPLCF (Wise plc) |
58.10%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart