Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WS (Worthington Steel, Inc.) | 20.52% | 67.36% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/28/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WS (Worthington Steel, Inc.) | 11/28/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.59 | 67.36 | NA | NA | NA | NA | NA | … | … | 20.52 | 15.74 | 15.44 | 12.40 |
| Sharpe Ratio | NA | 1.31 | NA | NA | NA | NA | NA | … | … | 0.99 | 0.29 | 0.22 | 2.21 |
| Standard Deviation(%) | NA | 49.40 | NA | NA | NA | NA | NA | … | … | 52.68 | 45.50 | 52.84 | 125.47 |
| Draw Down(%) | NA | 42.00 | NA | NA | NA | NA | NA | … | … | 42.00 | 28.60 | 32.43 | 19.27 |
| Yield(%) | 0.00 | 2.53 | 1.92 | 1.15 | 0.58 | 0.38 | 0.29 | … | … | 0.46 | 2.04 | 2.38 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/28/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WS (Worthington Steel, Inc.) |
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 |
|---|---|---|---|---|
| WS (Worthington Steel, Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart