Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTRNF (Western Resources Corp) | NA | -80.00% | -64.84% | -40.13% | -34.84% | -30.45% | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/14/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTRNF (Western Resources Corp) | 09/14/2009 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -80.00 | -64.84 | -40.13 | -34.84 | -30.45 | NA | … | … | -50.00 | -80.00 | -33.33 | 15.56 | 5.35 | -35.86 | 42.77 | -41.98 | -54.04 | 8.46 | -31.83 | -35.79 | -32.81 | -59.26 | -6.16 | 162.18 | 15.44 |
| Sharpe Ratio | NA | -0.31 | -0.40 | -0.26 | -0.29 | NA | NA | … | … | -0.21 | -1.21 | -0.38 | 0.10 | 0.12 | -0.50 | 0.51 | -1.03 | -0.66 | 0.12 | -0.21 | -0.48 | -0.54 | -0.91 | -0.08 | 1.64 | 0.75 |
| Standard Deviation(%) | NA | 270.19 | 171.52 | 161.35 | 124.23 | NA | NA | … | … | 308.79 | 72.09 | 98.61 | 139.52 | 68.03 | 72.66 | 81.12 | 42.02 | 83.59 | 71.13 | 154.75 | 73.93 | 60.86 | 65.58 | 80.88 | 97.97 | 83.08 |
| Draw Down(%) | NA | 80.00 | 96.00 | 97.06 | 98.99 | NA | NA | … | … | 66.67 | 81.82 | 60.00 | 64.71 | 29.19 | 52.00 | 48.48 | 56.47 | 78.45 | 48.95 | 76.45 | 68.77 | 64.53 | 71.24 | 59.76 | 41.73 | 27.76 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 09/14/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTRNF (Western Resources Corp) |
-65.80%
Jun 2022 – Jun 2025 |
-45.82%
Apr 2014 – Apr 2019 |
-37.02%
Jan 2015 – Jan 2025 |
-29.35%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTRNF (Western Resources Corp) |
50.72%
May 2019 – May 2022 |
4.95%
Jan 2010 – Jan 2015 |
-16.39%
Nov 2009 – Nov 2019 |
-20.11%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart