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
WTFPV 3.25% 9.51% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 05/09/2025
More Performance Analytics Comparison
Name Start Date End Date
WTFPV 05/09/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.00 9.51 NA NA NA NA NA 3.25 7.92
Sharpe Ratio NA 1.14 NA NA NA NA NA 0.72 1.75
Standard Deviation(%) NA 6.03 NA NA NA NA NA 7.29 5.59
Draw Down(%) NA 3.48 NA NA NA NA NA 3.48 1.77
Yield(%) 0.00 6.90 2.34 1.40 0.70 0.47 0.35 1.88 5.06
Data as of 06/05/2026, Common starting date is 05/09/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WTFPV (WTFPV) 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
WTFPV (WTFPV) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return