Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WSPOF (WSP Global Inc) -25.67% -33.21% 2.15% 4.76% 17.38% NA NA
Data as of 06/05/2026, Common starting date is 02/28/2013
More Performance Analytics Comparison
Name Start Date End Date
WSPOF (WSP Global Inc) 02/28/2013 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
Annualized Return (%) -5.21 -33.21 2.15 4.76 17.38 NA NA -25.67 2.94 27.71 21.35 -18.29 53.53 41.97 61.60 -0.89 41.60 13.82 7.34 6.78 38.20
Sharpe Ratio NA -1.15 -0.04 0.07 0.54 NA NA -1.35 0.00 1.12 1.01 -0.58 2.02 0.82 2.83 -0.09 2.36 0.43 0.26 0.31 1.98
Standard Deviation(%) NA 31.09 26.04 27.15 29.03 NA NA 38.78 26.13 21.57 17.60 33.90 26.49 50.55 21.28 26.48 17.39 31.82 27.65 21.85 23.64
Draw Down(%) NA 39.24 39.24 39.24 46.90 NA NA 34.33 23.06 12.91 9.38 32.85 9.30 46.90 8.39 22.94 7.53 15.04 15.83 15.96 3.21
Yield(%) 0.00 0.54 0.85 1.18 4.26 5.60 4.20 0.15 0.62 0.59 1.30 1.23 1.57 2.21 3.54 3.20 4.58 4.96 5.08 5.17 6.66
Data as of 06/05/2026, Common starting date is 02/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WSPOF (WSP Global Inc) 3.99%
May 2023 – May 2026
5.46%
May 2021 – May 2026
18.01%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WSPOF (WSP Global Inc) 52.15%
Dec 2018 – Dec 2021
38.85%
Nov 2016 – Nov 2021
23.68%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return