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
WH (Wyndham Hotels & Resorts Inc) 11.81% 6.23% 9.34% 4.41% NA NA NA
Data as of 06/17/2026, Common starting date is 05/18/2018
More Performance Analytics Comparison
Name Start Date End Date
WH (Wyndham Hotels & Resorts Inc) 05/18/2018 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 2019 2018
Annualized Return (%) 9.54 6.23 9.34 4.41 NA NA NA 11.81 -23.54 27.70 14.94 -19.06 52.61 -4.08 39.95 -29.23
Sharpe Ratio NA -0.12 0.08 0.01 NA NA NA 0.32 -0.85 0.95 0.46 -0.57 1.89 -0.06 1.71 -1.48
Standard Deviation(%) NA 30.02 28.17 29.55 NA NA NA 32.80 31.15 25.46 24.63 35.79 27.84 67.98 22.52 30.10
Draw Down(%) NA 24.30 37.17 37.17 NA NA NA 14.68 37.17 16.25 19.64 34.11 13.33 65.32 20.03 33.61
Yield(%) 0.56 2.09 2.32 1.96 1.46 0.97 0.73 1.14 1.64 1.89 2.00 1.43 1.51 0.89 1.28 1.16
Data as of 06/17/2026, Common starting date is 05/18/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WH (Wyndham Hotels & Resorts Inc) -0.27%
May 2021 – May 2024
3.19%
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
WH (Wyndham Hotels & Resorts Inc) 30.82%
Mar 2020 – Mar 2023
25.39%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return