Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTKWY (Wolters Kluwer NV) | -28.26% | -57.45% | -14.34% | -3.88% | 8.66% | 11.22% | 9.10% | … | … |
Data as of 06/10/2026, Common starting date is 04/28/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTKWY (Wolters Kluwer NV) | 04/28/1999 | 06/10/2026 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.14 | -57.45 | -14.34 | -3.88 | 8.66 | 11.22 | 9.10 | … | … | -28.26 | -36.15 | 17.53 | 39.62 | -9.78 | 43.14 | 17.45 | 26.11 | 14.83 | 46.79 | 10.63 | 13.30 | 10.59 | 43.67 | 27.51 | -19.47 | 5.67 | 20.14 | -39.21 | 16.87 | 46.36 | 2.68 | 34.08 | -4.22 | -20.72 | -18.35 | -18.66 | -25.14 |
| Sharpe Ratio | NA | -1.68 | -0.61 | -0.23 | 0.27 | NA | NA | … | … | -1.26 | -1.31 | 0.74 | 1.83 | -0.40 | 2.48 | 0.56 | 1.40 | 0.69 | 3.29 | 0.45 | 0.62 | 0.63 | 2.40 | 1.02 | -0.55 | 0.22 | 0.54 | -0.83 | 0.66 | 1.76 | 0.02 | 1.30 | -0.10 | -0.53 | -0.44 | -0.35 | -0.86 |
| Standard Deviation(%) | NA | 36.07 | 27.56 | 26.11 | 23.90 | NA | NA | … | … | 44.34 | 29.80 | 18.71 | 19.83 | 27.85 | 17.36 | 30.70 | 17.58 | 19.64 | 14.10 | 23.39 | 21.29 | 16.85 | 18.17 | 27.16 | 35.25 | 25.76 | 37.19 | 48.32 | 20.90 | 24.51 | 20.09 | 25.53 | 50.41 | 41.66 | 48.51 | 66.12 | 44.46 |
| Draw Down(%) | NA | 62.36 | 64.00 | 64.00 | 64.00 | NA | NA | … | … | 38.30 | 45.62 | 9.62 | 14.48 | 24.53 | 11.32 | 24.63 | 7.39 | 12.95 | 6.92 | 23.34 | 14.32 | 19.55 | 8.89 | 22.12 | 35.50 | 18.14 | 29.90 | 50.73 | 14.73 | 19.73 | 13.30 | 15.36 | 47.27 | 43.93 | 30.75 | 58.05 | 33.89 |
| Yield(%) | 0.00 | 1.67 | 2.12 | 2.56 | 4.79 | 7.13 | 6.08 | … | … | 1.81 | 1.69 | 1.68 | 3.00 | 1.54 | 1.95 | 1.94 | 1.98 | 2.27 | 2.44 | 2.55 | 3.33 | 3.39 | 4.33 | 5.15 | 4.16 | 3.98 | 4.04 | 3.03 | 2.67 | 3.24 | 3.61 | 4.28 | 3.47 | 2.07 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/28/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTKWY (Wolters Kluwer NV) |
-26.74%
Feb 2000 – Feb 2003 |
-14.49%
May 1999 – May 2004 |
-5.45%
Jun 1999 – Jun 2009 |
1.10%
May 1999 – May 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTKWY (Wolters Kluwer NV) |
35.14%
Mar 2003 – Mar 2006 |
29.01%
Dec 2016 – Dec 2021 |
24.68%
Dec 2011 – Dec 2021 |
20.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart