Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ^W5000 (Wilshire 5000 Total Market Index) | NA | 23.24% | 19.31% | 10.74% | 13.21% | 12.08% | 9.35% | … | … |
Data as of 06/12/2026, Common starting date is 01/03/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ^W5000 (Wilshire 5000 Total Market Index) | 01/03/1989 | 06/12/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 23.24 | 19.31 | 10.74 | 13.21 | 12.08 | 9.35 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 06/12/2026, Common starting date is 01/03/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ^W5000 (Wilshire 5000 Total Market Index) |
-17.42%
Mar 2000 – Mar 2003 |
-7.73%
Feb 2004 – Feb 2009 |
-4.04%
Feb 1999 – Feb 2009 |
2.54%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ^W5000 (Wilshire 5000 Total Market Index) |
28.72%
Mar 1995 – Mar 1998 |
24.92%
Dec 1994 – Dec 1999 |
16.81%
Sep 1990 – Sep 2000 |
13.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart