Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSOUF (Washington H. Soul Pattinson and Company Limited) | NA | 14.74% | 2.48% | 14.40% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 08/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSOUF (Washington H. Soul Pattinson and Company Limited) | 08/29/2019 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.74 | 2.48 | 14.40 | NA | NA | NA | … | … | 6.41 | 11.93 | -10.02 | 1.22 | 77.58 | -7.08 | 6.41 |
| Sharpe Ratio | NA | 1.72 | -0.09 | 0.45 | NA | NA | NA | … | … | 1.60 | 1.26 | -0.84 | -0.23 | 1.33 | -0.70 | 1.78 |
| Standard Deviation(%) | NA | 6.80 | 10.38 | 27.41 | NA | NA | NA | … | … | 3.65 | 6.61 | 16.44 | 0.90 | 58.48 | 10.40 | 10.69 |
| Draw Down(%) | NA | 0.00 | 14.80 | 16.43 | NA | NA | NA | … | … | 0.00 | 0.00 | 14.80 | 0.00 | 3.10 | 9.70 | 0.00 |
| Yield(%) | 0.00 | 8.27 | 3.85 | 5.21 | 2.62 | 1.74 | 1.31 | … | … | 6.16 | 3.13 | 2.55 | 1.21 | 2.95 | 2.56 | 0.00 |
Data as of 09/26/2025, Common starting date is 08/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSOUF (Washington H. Soul Pattinson and Company Limited) |
-1.99%
Oct 2021 – Oct 2024 |
10.67%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSOUF (Washington H. Soul Pattinson and Company Limited) |
21.13%
Nov 2019 – Nov 2022 |
14.40%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart