Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBT (Welbilt Inc) | NA | 2.74% | 14.44% | 4.27% | NA | NA | NA | … | … |
Data as of 07/28/2022, Common starting date is 02/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBT (Welbilt Inc) | 02/19/2016 | 07/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 2.74 | 14.44 | 4.27 | NA | NA | NA | … | … | 1.01 | 80.08 | -15.44 | 42.57 | -52.74 | 21.62 | 57.67 |
| Sharpe Ratio | NA | 0.52 | 0.22 | 0.06 | NA | NA | NA | … | … | 0.26 | 1.53 | -0.16 | 1.40 | -1.32 | 0.97 | 1.73 |
| Standard Deviation(%) | NA | 4.62 | 66.44 | 55.87 | NA | NA | NA | … | … | 4.64 | 52.31 | 100.23 | 29.73 | 41.10 | 21.71 | 39.43 |
| Draw Down(%) | NA | 3.64 | 82.31 | 85.17 | NA | NA | NA | … | … | 3.64 | 13.51 | 77.69 | 19.96 | 54.15 | 11.75 | 19.78 |
| 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 |
Data as of 07/28/2022, Common starting date is 02/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBT (Welbilt Inc) |
-37.81%
Apr 2017 – Apr 2020 |
1.97%
Mar 2016 – Mar 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBT (Welbilt Inc) |
28.86%
Dec 2018 – Dec 2021 |
9.38%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart