Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTBFA (W.T.B. Financial Corporation) | NA | 16.61% | -3.98% | 9.70% | 2.67% | NA | NA | … | … |
Data as of 12/04/2025, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTBFA (W.T.B. Financial Corporation) | 09/26/2012 | 12/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.61 | -3.98 | 9.70 | 2.67 | NA | NA | … | … | 17.80 | 0.42 | -22.29 | 20.02 | -45.65 | 147.58 | 6.83 | 10.00 | -3.51 | -22.65 | 97.25 | -36.00 | 0.93 | -0.20 |
| Sharpe Ratio | NA | 1.15 | -0.07 | 0.07 | 0.02 | NA | NA | … | … | 1.40 | -0.08 | -0.17 | 0.78 | -0.37 | 1.72 | 1.35 | 0.60 | -0.39 | -0.41 | 2.04 | -0.98 | 0.05 | -0.75 |
| Standard Deviation(%) | NA | 11.89 | 100.01 | 100.53 | 72.60 | NA | NA | … | … | 11.73 | 41.87 | 158.16 | 22.17 | 129.35 | 85.13 | 3.97 | 14.52 | 10.82 | 55.61 | 47.72 | 36.59 | 16.32 | 1.12 |
| Draw Down(%) | NA | 5.37 | 69.39 | 69.39 | 69.39 | NA | NA | … | … | 5.37 | 18.42 | 67.15 | 3.70 | 50.31 | 33.04 | 0.42 | 6.58 | 9.09 | 39.40 | 0.00 | 43.17 | 10.86 | 0.50 |
| Yield(%) | 0.00 | 1.11 | 1.00 | 2.09 | 1.26 | 1.15 | 0.86 | … | … | 1.12 | 1.48 | 1.14 | 1.89 | 0.74 | 1.76 | 1.75 | 1.25 | 0.87 | 0.45 | 0.80 | 0.60 | 0.40 | 0.05 |
Data as of 12/04/2025, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTBFA (W.T.B. Financial Corporation) |
-22.31%
Jun 2021 – Jun 2024 |
-5.88%
Aug 2015 – Aug 2020 |
1.26%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTBFA (W.T.B. Financial Corporation) |
59.20%
Jun 2020 – Jun 2023 |
34.26%
Jun 2018 – Jun 2023 |
15.32%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart