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
WBQNL (Woodbridge Liquidation Trust) -20.86% -28.80% 69.72% 4.35% NA NA NA
Data as of 06/17/2026, Common starting date is 05/11/2020
More Performance Analytics Comparison
Name Start Date End Date
WBQNL (Woodbridge Liquidation Trust) 05/11/2020 06/17/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) -6.38 -28.80 69.72 4.35 NA NA NA -20.86 -0.73 -10.61 566.78 -72.71 33.72 -17.14
Sharpe Ratio NA -1.05 0.43 0.03 NA NA NA -1.50 -0.12 -0.78 2.14 -0.45 0.46 -0.41
Standard Deviation(%) NA 25.40 147.95 143.29 NA NA NA 22.54 30.87 22.23 267.59 165.44 72.93 62.15
Draw Down(%) NA 30.77 85.07 88.89 NA NA NA 18.47 21.61 18.63 85.07 84.62 33.26 44.00
Yield(%) 0.00 0.00 0.00 8.79 7.04 4.69 3.52 0.00 0.00 0.00 87.20 0.00 70.94 20.48
Data as of 06/17/2026, Common starting date is 05/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WBQNL (Woodbridge Liquidation Trust) -18.55%
Jun 2020 – Jun 2023
6.03%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WBQNL (Woodbridge Liquidation Trust) 102.42%
Jul 2022 – Jul 2025
22.71%
Jun 2020 – Jun 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return