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
WDAF 6.56% NA NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 09/12/2025
More Performance Analytics Comparison
Name Start Date End Date
WDAF 09/12/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -6.21 NA NA NA NA NA NA 6.56 -7.61
Sharpe Ratio NA NA NA NA NA NA NA 0.35 -1.12
Standard Deviation(%) NA NA NA NA NA NA NA 37.93 22.90
Draw Down(%) NA NA NA NA NA NA NA 20.11 17.14
Yield(%) 0.00 0.12 0.04 0.02 0.01 0.01 0.01 0.00 0.12
Data as of 06/09/2026, Common starting date is 09/12/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WDAF (WDAF) 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
WDAF (WDAF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return