Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMWYX (ALPS/WMC RESEARCH VALUE FUND CLASS A) | NA | -27.17% | -7.72% | -2.11% | 5.34% | 2.61% | 3.46% | … | … |
Data as of 03/13/2020, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMWYX (ALPS/WMC RESEARCH VALUE FUND CLASS A) | 06/20/1996 | 03/13/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -27.04 | -27.17 | -7.72 | -2.11 | 5.34 | 2.61 | 3.46 | … | … | -35.77 | 27.71 | -10.50 | 12.73 | 11.49 | -2.26 | 11.37 | 33.95 | 18.25 | -3.58 | 14.73 | 18.26 | -37.33 | -4.69 | 13.41 | 7.32 | 14.16 | 26.98 | -18.83 | -7.93 | 13.07 | -8.36 | -7.12 | 1.44 | -7.64 |
| Sharpe Ratio | NA | -0.89 | -0.42 | -0.15 | 0.27 | NA | NA | … | … | -1.34 | 2.26 | -0.78 | 1.57 | 0.77 | -0.14 | 0.95 | 2.82 | 1.35 | -0.14 | 0.73 | 0.60 | -0.88 | -0.40 | 0.91 | 0.46 | 1.19 | 1.58 | -0.82 | -0.62 | 0.50 | -0.77 | -0.43 | -0.09 | -0.65 |
| Standard Deviation(%) | NA | 32.06 | 21.13 | 18.87 | 18.16 | NA | NA | … | … | 67.44 | 11.64 | 15.23 | 7.76 | 14.55 | 16.12 | 11.93 | 12.04 | 13.61 | 25.81 | 20.00 | 30.07 | 43.13 | 19.15 | 11.18 | 11.12 | 11.07 | 16.64 | 24.45 | 16.89 | 18.03 | 15.07 | 24.37 | 23.88 | 26.76 |
| Draw Down(%) | NA | 39.08 | 39.08 | 39.08 | 39.08 | NA | NA | … | … | 39.08 | 6.51 | 20.07 | 4.20 | 13.72 | 13.09 | 9.66 | 5.87 | 11.74 | 23.15 | 17.34 | 29.07 | 49.52 | 15.46 | 7.58 | 7.50 | 7.84 | 15.28 | 32.38 | 21.20 | 11.66 | 22.86 | 20.43 | 22.53 | 19.42 |
| Yield(%) | 0.00 | 3.16 | 6.72 | 9.39 | 9.91 | 5.78 | 5.81 | … | … | 0.00 | 3.56 | 8.93 | 8.79 | 3.46 | 28.82 | 11.02 | 2.70 | 1.25 | 0.69 | 0.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/13/2020, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMWYX (ALPS/WMC RESEARCH VALUE FUND CLASS A) |
-19.41%
Feb 2006 – Feb 2009 |
-11.55%
Sep 1997 – Sep 2002 |
-3.99%
Nov 1998 – Nov 2008 |
-1.34%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMWYX (ALPS/WMC RESEARCH VALUE FUND CLASS A) |
23.23%
Sep 2011 – Sep 2014 |
21.34%
Feb 2009 – Feb 2014 |
13.51%
Feb 2009 – Feb 2019 |
8.05%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart