Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSO-B (Watsco Inc) | 5.06% | -19.74% | 3.22% | 6.66% | 13.66% | 15.93% | 13.66% | … | … |
Data as of 06/12/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSO-B (Watsco Inc) | 03/17/1980 | 06/12/2026 |
| 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 | 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 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -19.74 | 3.22 | 6.66 | 13.66 | 15.93 | 13.66 | … | … | 5.06 | -34.99 | 29.78 | 72.27 | -15.13 | 35.53 | 33.36 | 39.97 | -17.38 | 17.14 | 28.66 | 13.80 | 13.01 | 31.43 | 23.79 | 7.52 | 33.83 | 35.23 | 10.26 | -21.05 | -19.70 | 76.27 | 51.93 | 40.09 | 18.52 | 26.12 | 0.71 | -29.31 | -34.34 | -10.52 | 137.37 | 61.34 | 29.21 | 9.34 | -2.81 | 20.76 | 31.17 | 45.58 | 9.52 | -31.55 | 20.75 | 2.92 | -38.74 | 52.05 | -12.05 | 29.69 | 33.33 |
| Sharpe Ratio | NA | -0.65 | 0.09 | 0.13 | 0.43 | NA | NA | … | … | 0.20 | -1.45 | 1.05 | 2.56 | -0.43 | 1.65 | 0.94 | 1.91 | -0.74 | 1.10 | 1.49 | 0.53 | 0.70 | 1.62 | 0.99 | 0.25 | 1.28 | 0.99 | 0.17 | -0.75 | -0.76 | 2.80 | 1.95 | 1.47 | 0.55 | 0.54 | -0.07 | -0.64 | -0.61 | -0.35 | 3.39 | 3.12 | 1.65 | 0.29 | -0.16 | 0.76 | 1.03 | 1.49 | 0.15 | -0.75 | 0.50 | -0.09 | -0.63 | 1.54 | -0.36 | 0.44 | 1.00 |
| Standard Deviation(%) | NA | 34.62 | 29.51 | 30.74 | 27.81 | NA | NA | … | … | 49.32 | 26.17 | 24.84 | 27.12 | 38.48 | 21.58 | 34.90 | 20.15 | 25.58 | 15.04 | 19.09 | 25.96 | 18.54 | 19.37 | 24.18 | 30.25 | 26.40 | 35.55 | 54.86 | 32.36 | 30.70 | 26.46 | 26.09 | 26.79 | 31.60 | 44.48 | 47.14 | 50.73 | 61.92 | 40.24 | 38.96 | 18.39 | 15.81 | 24.64 | 31.87 | 22.08 | 24.75 | 26.60 | 30.23 | 47.59 | 32.76 | 28.20 | 72.27 | 29.61 | 54.60 | 43.11 | 35.53 |
| Draw Down(%) | NA | 23.61 | 34.99 | 34.99 | 34.99 | NA | NA | … | … | 22.80 | 34.99 | 7.29 | 7.62 | 24.49 | 10.25 | 21.28 | 8.79 | 29.99 | 11.72 | 11.22 | 13.51 | 16.42 | 9.11 | 16.17 | 28.84 | 17.23 | 21.07 | 43.84 | 43.14 | 41.49 | 11.64 | 15.33 | 24.29 | 30.65 | 23.08 | 43.33 | 50.48 | 65.06 | 30.29 | 26.18 | 5.56 | 8.10 | 25.78 | 35.40 | 11.92 | 15.38 | 14.29 | 27.60 | 60.00 | 26.28 | 30.43 | 55.81 | 16.52 | 49.56 | 30.19 | 12.50 |
| Yield(%) | 0.00 | 2.73 | 3.23 | 3.48 | 6.01 | 10.17 | 9.80 | … | … | 1.86 | 2.19 | 2.50 | 3.88 | 2.79 | 3.27 | 3.82 | 4.73 | 3.31 | 3.09 | 3.03 | 2.62 | 2.10 | 1.50 | 11.15 | 3.48 | 4.10 | 4.75 | 4.84 | 2.76 | 1.50 | 1.71 | 1.46 | 1.14 | 0.78 | 0.71 | 0.71 | 0.50 | 0.61 | 0.44 | 1.00 | 1.65 | 2.08 | 2.23 | 2.06 | 2.60 | 2.65 | 3.74 | 3.82 | 2.65 | 6.87 | 6.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/12/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSO-B (Watsco Inc) |
-32.49%
Feb 1997 – Feb 2000 |
-14.20%
Jun 1998 – Jun 2003 |
1.31%
Feb 1982 – Feb 1992 |
6.97%
Feb 1985 – Feb 2000 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSO-B (Watsco Inc) |
74.01%
Mar 2003 – Mar 2006 |
53.86%
Feb 1992 – Feb 1997 |
29.71%
Jul 1988 – Jul 1998 |
22.87%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart