Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMTI | 5.64% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/04/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMTI | 11/04/2025 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.45 | NA | NA | NA | NA | NA | NA | … | … | 5.64 | 9.77 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 0.25 | 3.22 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 29.26 | 24.84 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 17.24 | 5.33 |
| Yield(%) | 1.10 | 20.86 | 6.95 | 4.17 | 2.09 | 1.39 | 1.04 | … | … | 16.13 | 3.57 |
Data as of 06/10/2026, Common starting date is 11/04/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMTI (WMTI) |
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 |
|---|---|---|---|---|
| WMTI (WMTI) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart