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
WYY (WidePoint Corporation) 104.28% 221.70% 84.38% 9.03% 3.08% 1.88% -4.73%
Data as of 06/05/2026, Common starting date is 05/19/1998
More Performance Analytics Comparison
Name Start Date End Date
WYY (WidePoint Corporation) 05/19/1998 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 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998
Annualized Return (%) -2.83 221.70 84.38 9.03 3.08 1.88 -4.73 104.28 9.71 111.64 27.47 -53.69 -61.13 152.75 -4.76 -35.38 -19.75 15.71 -49.28 -15.85 343.24 -46.38 -48.51 78.67 257.14 -80.37 -51.80 -0.89 220.00 438.46 -13.33 15.38 -16.80 -92.86 -39.66 -49.12
Sharpe Ratio NA 2.69 1.09 0.11 0.02 NA NA 4.23 0.09 1.46 0.52 -1.07 -0.95 1.83 -0.47 -1.12 -0.51 -0.26 -1.02 -0.63 4.07 -0.85 -1.20 0.92 2.39 -0.77 -1.06 -0.41 2.47 2.72 -0.14 -0.02 -0.14 -0.73 -0.14 -0.14
Standard Deviation(%) NA 81.38 74.62 66.57 67.97 NA NA 101.01 77.14 72.66 44.77 51.78 64.66 82.75 59.63 50.68 76.78 71.64 66.71 54.32 79.81 76.98 55.65 65.43 99.95 129.12 69.90 56.83 80.61 153.87 237.96 251.08 282.25 221.62 101.28 105.22
Draw Down(%) NA 46.34 57.03 79.33 88.89 NA NA 46.34 53.00 43.27 28.13 62.55 73.50 49.46 50.00 42.03 54.55 57.30 70.32 41.05 37.50 65.26 54.73 40.98 27.59 89.58 71.07 32.91 30.69 50.94 52.63 68.42 84.00 98.35 63.16 75.29
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 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 06/05/2026, Common starting date is 05/19/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WYY (WidePoint Corporation) -75.59%
Feb 1999 – Feb 2002
-55.81%
Jun 1998 – Jun 2003
-24.79%
Dec 1998 – Dec 2008
-13.42%
Jun 1998 – Jun 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WYY (WidePoint Corporation) 220.39%
Aug 2003 – Aug 2006
110.75%
Sep 2001 – Sep 2006
28.85%
Dec 2003 – Dec 2013
16.70%
Feb 2002 – Feb 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return