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WPSCX: WESTPORT SELECT CAP FUND WESTPORT SELECT CAP FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/10/1998 |
| Last Dividend Date: | 09/21/2016 |
| 12-Mo. Yield | 58.02% |
| Expenses | 1.16% |
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Performance Analytics (As of 08/18/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/10/1998 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.2 | 6.5 | 7.6 | 8.8 | 10.5 | -11.0 | 7.9 | 37.6 | 5.7 | -1.7 | 24.1 | 29.2 | -32.5 | 6.7 | 12.7 | 8.8 | 10.7 | 32.5 | -15.1 | 6.8 | 10.8 | 45.1 | 2.2 |
| Sharpe Ratio | NA | 0.39 | 0.27 | 0.55 | 0.27 | NA | 0.39 | 0.69 | -0.67 | 0.53 | 2.88 | 0.34 | -0.06 | 1.24 | 1.18 | -0.97 | 0.24 | 0.81 | 0.6 | 0.74 | 2.06 | -0.74 | 0.25 | 0.31 | 2.83 | 0.03 |
| Draw Down(%) | NA | 20.8 | 29.0 | 29.0 | 49.5 | NA | 49.5 | 16.3 | 17.3 | 10.8 | 5.2 | 15.5 | 27.3 | 22.1 | 19.6 | 46.5 | 9.1 | 10.0 | 6.2 | 13.5 | 13.6 | 29.3 | 19.6 | 11.5 | 9.4 | 32.5 |
| Standard Deviation(%) | NA | 19.0 | 16.6 | 17.0 | 21.2 | NA | 19.5 | 19.5 | 16.5 | 14.9 | 13.0 | 17.0 | 27.3 | 19.3 | 24.7 | 34.4 | 15.3 | 11.6 | 11.1 | 13.1 | 15.5 | 22.0 | 18.4 | 21.7 | 14.8 | 24.6 |
| Treynor Ratio | NA | 0.07 | 0.05 | 0.1 | 0.07 | NA | 0.09 | 0.13 | -0.12 | 0.08 | 0.42 | 0.06 | -0.02 | 0.3 | 0.39 | -0.48 | 0.05 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.02 | -0.02 | -0.02 | NA | 0.01 | 0.03 | -0.04 | -0.02 | 0.03 | -0.03 | 0.01 | 0.0 | 0.0 | 0.01 | -0.03 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.0 | 0.97 | 0.95 | 0.8 | NA | 0.8 | 1.02 | 0.91 | 0.98 | 0.89 | 0.96 | 0.93 | 0.8 | 0.75 | 0.69 | 0.8 | 0.81 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.76 | 0.78 | 0.82 | 0.83 | NA | 0.53 | 0.79 | 0.76 | 0.81 | 0.82 | 0.83 | 0.92 | 0.83 | 0.82 | 0.88 | 0.81 | 0.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 58.0 | 25.8 | 21.4 | 12.1 | 12.9 | N/A | 51.7 | 16.2 | 22.4 | 20.3 | 21.6 | 6.3 | 0.2 | 1.7 | 0.0 | 11.4 | 10.8 | 8.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 106.6 | 191.0 | 348.9 | N/A | N/A | N/A | 130.8 | -37.5 | 24.5 | -20.3 | 213.3 | 4281.1 | -87.0 | N/A | -100.0 | 7.1 | 34.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/1998
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
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