Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMWAX (ALPS/WMC RESEARCH VALUE FUND CLASS A) | NA | -27.09% | NA | NA | NA | NA | NA | … | … |
Data as of 03/13/2020, Common starting date is 06/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMWAX (ALPS/WMC RESEARCH VALUE FUND CLASS A) | 06/12/2018 | 03/13/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -27.04 | -27.09 | NA | NA | NA | NA | NA | … | … | -35.77 | 20.47 | -27.78 |
| Sharpe Ratio | NA | -1.00 | NA | NA | NA | NA | NA | … | … | -1.34 | 1.54 | -1.34 |
| Standard Deviation(%) | NA | 32.34 | NA | NA | NA | NA | NA | … | … | 67.52 | 12.38 | 34.29 |
| Draw Down(%) | NA | 40.05 | NA | NA | NA | NA | NA | … | … | 39.15 | 6.51 | 34.30 |
| Yield(%) | 0.00 | 3.16 | 3.91 | 2.35 | 1.17 | 0.78 | 0.59 | … | … | 0.00 | 3.56 | 8.89 |
Data as of 03/13/2020, Common starting date is 06/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMWAX (ALPS/WMC RESEARCH VALUE FUND CLASS A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMWAX (ALPS/WMC RESEARCH VALUE FUND CLASS A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart