Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GWGFX (GENERATION WAVE GROWTH FUND GENERATION WAVE GROWTH FUND - INVESTOR CLASS) | NA | -29.65% | -13.54% | -2.96% | -5.76% | -1.20% | NA | -0.89% |
Data as of 09/30/2016, AR inception is 09/21/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWGFX (GENERATION WAVE GROWTH FUND GENERATION WAVE GROWTH FUND - INVESTOR CLASS) | 09/21/2001 | 09/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -24.44 | -29.65 | -13.54 | -2.96 | -5.76 | -1.20 | NA | -0.89 | -21.53 | -13.35 | -8.48 | 15.30 | 12.65 | -6.25 | 11.35 | 21.68 | -47.23 | -3.64 | 11.86 | 8.38 | 11.13 | 39.29 | -26.36 | 21.13 |
| Sharpe Ratio | NA | -0.73 | -0.45 | -0.09 | -0.15 | NA | NA | -0.09 | -0.84 | -1.26 | -1.22 | 1.98 | 1.32 | -0.30 | 0.71 | 1.14 | -1.32 | -0.44 | 0.92 | 0.75 | 0.93 | 2.61 | -1.09 | 5.57 |
| Standard Deviation(%) | NA | 40.69 | 30.54 | 33.25 | 43.11 | NA | NA | 18.93 | 33.29 | 10.66 | 6.96 | 7.71 | 9.64 | 20.93 | 15.91 | 18.99 | 36.46 | 15.24 | 9.37 | 8.26 | 10.96 | 14.81 | 25.10 | 17.95 |
| Draw Down(%) | NA | 31.24 | 40.85 | 40.85 | 57.44 | NA | NA | 57.44 | 25.76 | 18.12 | 14.09 | 3.84 | 7.22 | 22.41 | 13.33 | 16.43 | 54.39 | 9.88 | 9.94 | 5.37 | 11.01 | 13.37 | 38.09 | 3.83 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.33 | 1.23 | 1.39 | 1.10 | 1.46 | 0.00 | 0.00 | 0.00 | 0.85 | 0.57 | 0.00 | 0.00 | 0.82 | 10.70 | 0.00 | 0.36 | 0.31 | 0.00 | 2.87 | 0.00 | 0.00 |
Data as of 09/30/2016, AR inception is 09/21/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWGFX (GENERATION WAVE GROWTH FUND GENERATION WAVE GROWTH FUND - INVESTOR CLASS) |
-21.27%
Feb 2006 - Feb 2009 |
-10.04%
Feb 2004 - Feb 2009 |
-3.36%
Mar 2006 - Mar 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWGFX (GENERATION WAVE GROWTH FUND GENERATION WAVE GROWTH FUND - INVESTOR CLASS) |
21.91%
Feb 2003 - Feb 2006 |
14.76%
Sep 2002 - Sep 2007 |
3.90%
Feb 2003 - Feb 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart