Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WYGPF (Worley Limited) | 10.79% | 3.81% | -1.56% | 4.02% | 9.37% | -4.28% | NA | … | … |
Data as of 06/17/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WYGPF (Worley Limited) | 01/06/2010 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.81 | -1.56 | 4.02 | 9.37 | -4.28 | NA | … | … | 10.79 | -0.14 | -21.74 | 17.48 | 41.10 | -10.45 | -11.02 | 27.89 | -23.34 | 72.46 | 110.77 | -57.66 | -41.57 | -36.52 | -7.51 | 1.89 | 5.06 |
| Sharpe Ratio | NA | 0.03 | -0.14 | 0.08 | 0.20 | NA | NA | … | … | 0.53 | -0.08 | -0.92 | 0.50 | 1.21 | -0.38 | -0.13 | 0.58 | -0.88 | 2.29 | 1.58 | -1.06 | -1.12 | -0.79 | -0.33 | 0.05 | 0.12 |
| Standard Deviation(%) | NA | 34.15 | 33.29 | 33.32 | 43.26 | NA | NA | … | … | 43.90 | 39.59 | 27.71 | 27.73 | 32.92 | 27.87 | 87.48 | 45.70 | 28.24 | 31.47 | 70.00 | 54.32 | 37.26 | 46.21 | 23.14 | 39.19 | 42.11 |
| Draw Down(%) | NA | 22.43 | 35.88 | 35.88 | 79.21 | NA | NA | … | … | 22.02 | 25.68 | 28.52 | 19.75 | 21.48 | 22.67 | 74.47 | 21.77 | 38.91 | 10.59 | 29.09 | 63.71 | 55.54 | 50.52 | 25.99 | 29.83 | 33.87 |
| Yield(%) | 0.00 | 3.72 | 3.12 | 4.02 | 5.31 | 1.24 | 1.28 | … | … | 2.11 | 3.67 | 2.89 | 3.27 | 5.61 | 5.62 | 3.93 | 2.28 | 1.61 | 0.00 | 0.00 | 6.12 | 5.70 | 3.50 | 1.67 | 2.04 | 2.47 |
Data as of 06/17/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WYGPF (Worley Limited) |
-51.38%
Jan 2013 – Jan 2016 |
-35.80%
Jan 2011 – Jan 2016 |
-14.60%
Mar 2010 – Mar 2020 |
-5.83%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WYGPF (Worley Limited) |
60.95%
Jan 2016 – Jan 2019 |
31.52%
Jan 2016 – Jan 2021 |
17.97%
Jan 2016 – Jan 2026 |
-0.86%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart