Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAGNX (Professionally Managed Portfolios – Pabrai Retail Fund) | 9.56% | 12.97% | NA | NA | NA | NA | NA | … | … |
Data as of 01/23/2026, Common starting date is 10/09/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAGNX (Professionally Managed Portfolios – Pabrai Retail Fund) | 10/09/2023 | 01/23/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.89 | 12.97 | NA | NA | NA | NA | NA | … | … | 9.56 | 3.47 | 10.90 | 6.23 |
| Sharpe Ratio | NA | 0.47 | NA | NA | NA | NA | NA | … | … | 18.07 | 0.03 | 0.37 | 1.35 |
| Standard Deviation(%) | NA | 21.50 | NA | NA | NA | NA | NA | … | … | 17.63 | 21.38 | 19.56 | 19.91 |
| Draw Down(%) | NA | 26.84 | NA | NA | NA | NA | NA | … | … | 2.01 | 26.96 | 16.85 | 10.01 |
| Yield(%) | 0.00 | 0.67 | 0.78 | 0.47 | 0.23 | 0.16 | 0.12 | … | … | 0.00 | 0.67 | 1.36 | 0.12 |
Data as of 01/23/2026, Common starting date is 10/09/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAGNX (Professionally Managed Portfolios – Pabrai Retail Fund) |
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 |
|---|---|---|---|---|
| WAGNX (Professionally Managed Portfolios – Pabrai Retail Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart