Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTCHF (WiseTech Global Limited) | -45.63% | -63.68% | -22.47% | 4.19% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 06/09/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTCHF (WiseTech Global Limited) | 06/09/2017 | 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 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.73 | -63.68 | -22.47 | 4.19 | NA | NA | NA | … | … | -45.63 | -42.80 | 69.52 | 45.39 | -21.57 | 82.93 | 39.65 | 40.74 | 8.69 | 79.35 |
| Sharpe Ratio | NA | -1.17 | -0.38 | 0.08 | NA | NA | NA | … | … | -1.08 | -0.89 | 1.36 | 1.00 | -0.48 | 1.67 | 0.61 | 0.91 | 0.13 | 4.90 |
| Standard Deviation(%) | NA | 53.49 | 51.94 | 50.69 | NA | NA | NA | … | … | 64.77 | 51.74 | 48.45 | 42.09 | 47.75 | 49.58 | 64.21 | 43.00 | 58.40 | 37.44 |
| Draw Down(%) | NA | 67.64 | 73.26 | 73.26 | NA | NA | NA | … | … | 45.53 | 48.36 | 28.81 | 36.58 | 40.37 | 18.38 | 56.15 | 35.44 | 41.60 | 9.68 |
| Yield(%) | 0.00 | 0.21 | 0.34 | 0.72 | 1.41 | 0.94 | 0.70 | … | … | 0.14 | 0.28 | 0.42 | 0.43 | 0.26 | 0.23 | 0.13 | 0.25 | 0.18 | 0.16 |
Data as of 06/17/2026, Common starting date is 06/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTCHF (WiseTech Global Limited) |
-18.42%
May 2023 – May 2026 |
4.76%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTCHF (WiseTech Global Limited) |
69.55%
Mar 2020 – Mar 2023 |
45.97%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart