RYN vs. WPLCX

Last updated Apr 1, 2026

Compare and contrast key facts about Rayonier Inc. (RYN) and WP Large Cap Income Plus Fund (WPLCX).

WPLCX is managed by WP Trust. It was launched on Oct 10, 2013.

Performance

RYN vs. WPLCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rayonier Inc. (RYN) and WP Large Cap Income Plus Fund (WPLCX). The values are adjusted to include any dividend payments, if applicable.

RYN vs. WPLCX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RYN Rayonier Inc.	-3.52%	-12.01%	-13.30%	5.76%	-15.80%	41.56%	-6.47%	22.65%	-9.70%	23.06%
WPLCX WP Large Cap Income Plus Fund	-1.77%	16.54%	19.35%	25.92%	-35.46%	22.54%	-22.55%	52.10%	-16.58%	23.73%

Returns By Period

In the year-to-date period, RYN achieves a -3.52% return, which is significantly lower than WPLCX's -1.77% return. Over the past 10 years, RYN has underperformed WPLCX with an annualized return of 2.67%, while WPLCX has yielded a comparatively higher 7.26% annualized return.

RYN

• 1D: 0.10%
• 1M: -2.80%
• YTD: -3.52%
• 6M: -19.14%
• 1Y: -21.30%
• 3Y*: -8.55%
• 5Y*: -4.24%
• 10Y*: 2.67%

WPLCX

• 1D: -1.39%
• 1M: -10.51%
• YTD: -1.77%
• 6M: 0.11%
• 1Y: 16.66%
• 3Y*: 18.43%
• 5Y*: 4.44%
• 10Y*: 7.26%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

RYN vs. WPLCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RYN

RYN Risk / Return Rank: 12
RYN Sharpe Ratio Rank: 10
RYN Sortino Ratio Rank: 11
RYN Omega Ratio Rank: 13
RYN Calmar Ratio Rank: 12
RYN Martin Ratio Rank: 13

WPLCX

WPLCX Risk / Return Rank: 32
WPLCX Sharpe Ratio Rank: 31
WPLCX Sortino Ratio Rank: 33
WPLCX Omega Ratio Rank: 36
WPLCX Calmar Ratio Rank: 29
WPLCX Martin Ratio Rank: 32

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RYN vs. WPLCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rayonier Inc. (RYN) and WP Large Cap Income Plus Fund (WPLCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	RYN	WPLCX	Difference
Sharpe ratio Return per unit of total volatility	-0.76	0.73	-1.49
Sortino ratio Return per unit of downside risk	-1.00	1.17	-2.16
Omega ratio Gain probability vs. loss probability	0.88	1.17	-0.29
Calmar ratio Return relative to maximum drawdown	-0.82	0.84	-1.66
Martin ratio Return relative to average drawdown	-1.41	3.50	-4.90
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RYN vs. WPLCX - Sharpe Ratio Comparison

The current RYN Sharpe Ratio is -0.76, which is lower than the WPLCX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of RYN and WPLCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	RYN	WPLCX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.76	0.73	-1.49
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.17	0.00	-0.17
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.09	0.00	+0.09
Sharpe Ratio (All Time) Calculated using the full available price history	0.26	0.00	+0.25

Correlation

The correlation between RYN and WPLCX is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

RYN vs. WPLCX - Dividend Comparison

RYN's dividend yield for the trailing twelve months is around 6.92%, while WPLCX has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RYN Rayonier Inc.	6.92%	6.65%	12.03%	4.01%	3.41%	2.68%	3.68%	3.30%	3.83%	3.16%	3.76%	4.50%
WPLCX WP Large Cap Income Plus Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.28%	0.74%	2.41%	0.11%	2.56%	0.18%	0.19%

Drawdowns

RYN vs. WPLCX - Drawdown Comparison

The maximum RYN drawdown since its inception was -53.16%, smaller than the maximum WPLCX drawdown of -98.43%. Use the drawdown chart below to compare losses from any high point for RYN and WPLCX.

Drawdown Indicators

	RYN	WPLCX	Difference
Max Drawdown Largest peak-to-trough decline	-53.16%	-98.43%	+45.27%
Max Drawdown (1Y) Largest decline over 1 year	-25.95%	-16.68%	-9.27%
Max Drawdown (5Y) Largest decline over 5 years	-45.30%	-98.43%	+53.13%
Max Drawdown (10Y) Largest decline over 10 years	-49.84%	-98.43%	+48.59%
Current Drawdown Current decline from peak	-42.16%	-97.82%	+55.66%
Average Drawdown Average peak-to-trough decline	-15.32%	-22.12%	+6.80%
Ulcer Index Depth and duration of drawdowns from previous peaks	15.05%	4.02%	+11.03%

Volatility

RYN vs. WPLCX - Volatility Comparison

Rayonier Inc. (RYN) has a higher volatility of 7.40% compared to WP Large Cap Income Plus Fund (WPLCX) at 6.41%. This indicates that RYN's price experiences larger fluctuations and is considered to be riskier than WPLCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RYN	WPLCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.40%	6.41%	+0.99%
Volatility (6M) Calculated over the trailing 6-month period	20.43%	13.58%	+6.85%
Volatility (1Y) Calculated over the trailing 1-year period	28.15%	23.65%	+4.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.74%	2,424.33%	-2,398.59%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.49%	1,714.35%	-1,685.86%