Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTBFB (W.T.B. Financial Corporation) | 10.15% | 43.80% | 13.59% | 3.14% | 9.35% | 10.55% | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTBFB (W.T.B. Financial Corporation) | 02/17/2009 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 43.80 | 13.59 | 3.14 | 9.35 | 10.55 | NA | … | … | 10.15 | 21.22 | 3.99 | -7.97 | -8.74 | 18.10 | -10.63 | 23.98 | -9.93 | 37.72 | 32.73 | 13.08 | 7.47 | 26.91 | 17.73 | 8.10 | 50.00 | -30.01 |
| Sharpe Ratio | NA | 3.33 | 0.57 | 0.02 | 0.40 | NA | NA | … | … | 1.77 | 1.34 | 0.02 | -0.45 | -0.74 | 1.28 | -0.42 | 1.69 | -0.85 | 1.54 | 1.17 | 1.43 | 0.72 | 3.49 | 0.89 | 0.31 | 0.94 | -0.61 |
| Standard Deviation(%) | NA | 12.98 | 17.89 | 17.20 | 18.82 | NA | NA | … | … | 12.32 | 13.70 | 17.23 | 26.23 | 13.74 | 14.15 | 25.82 | 13.31 | 13.33 | 24.19 | 27.86 | 9.11 | 10.33 | 7.70 | 20.00 | 25.66 | 53.21 | 54.75 |
| Draw Down(%) | NA | 5.06 | 20.40 | 34.70 | 40.50 | NA | NA | … | … | 5.06 | 9.38 | 20.40 | 30.62 | 16.05 | 7.66 | 40.24 | 7.56 | 19.38 | 11.67 | 11.04 | 2.74 | 4.57 | 1.83 | 8.77 | 17.60 | 18.40 | 37.01 |
| Yield(%) | 0.46 | 3.25 | 2.73 | 2.25 | 3.50 | 4.57 | 3.94 | … | … | 1.00 | 3.02 | 2.39 | 2.16 | 2.69 | 2.81 | 1.93 | 2.25 | 1.30 | 1.32 | 1.14 | 1.16 | 1.44 | 1.19 | 0.56 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTBFB (W.T.B. Financial Corporation) |
-11.35%
Jun 2021 – Jun 2024 |
-4.95%
Jun 2019 – Jun 2024 |
5.75%
Jun 2014 – Jun 2024 |
8.80%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTBFB (W.T.B. Financial Corporation) |
28.45%
Jan 2015 – Jan 2018 |
23.47%
Jan 2012 – Jan 2017 |
19.87%
Nov 2009 – Nov 2019 |
12.14%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart