Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTPI | 2.94% | 17.71% | 13.12% | 9.60% | 8.14% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTPI | 02/22/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.47 | 17.71 | 13.12 | 9.60 | 8.14 | NA | NA | … | … | 2.94 | 14.45 | 17.18 | 15.53 | -10.11 | 20.94 | 1.65 | 13.55 | -7.16 | 10.09 | 27,577.84 |
| Sharpe Ratio | NA | 1.67 | 0.86 | 0.59 | 0.49 | NA | NA | … | … | 0.42 | 0.80 | 1.40 | 1.34 | -0.71 | 2.38 | 0.05 | 1.42 | -0.62 | 2.59 | 110.96 |
| Standard Deviation(%) | NA | 9.00 | 11.42 | 12.15 | 13.31 | NA | NA | … | … | 10.58 | 14.47 | 9.70 | 8.96 | 16.43 | 8.80 | 26.32 | 8.51 | 13.76 | 3.66 | 598.67 |
| Draw Down(%) | NA | 7.15 | 15.26 | 16.56 | 28.40 | NA | NA | … | … | 7.15 | 15.26 | 7.55 | 7.52 | 16.56 | 3.02 | 28.40 | 4.57 | 15.41 | 1.39 | 4.95 |
| Yield(%) | 0.00 | 12.74 | 11.82 | 8.54 | 6.69 | 1,153.46 | 865.09 | … | … | 3.73 | 13.23 | 12.49 | 9.48 | 2.84 | 0.00 | 1.43 | 1.64 | 5.64 | 3.74 | 614.06 |
Data as of 06/05/2026, Common starting date is 02/22/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTPI (WTPI) |
-4.00%
Mar 2017 – Mar 2020 |
2.71%
Sep 2017 – Sep 2022 |
7.83%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTPI (WTPI) |
15.83%
Sep 2022 – Sep 2025 |
13.00%
Mar 2020 – Mar 2025 |
8.32%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart