Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWPCX (ESG MANAGERS BALANCED PORTFOLIO CLASS C) | NA | -5.57% | -1.89% | -1.14% | NA | NA | NA | … | … |
Data as of 03/30/2016, Common starting date is 01/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWPCX (ESG MANAGERS BALANCED PORTFOLIO CLASS C) | 01/20/2010 | 03/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | -5.57 | -1.89 | -1.14 | NA | NA | NA | … | … | -3.49 | 11.37 | 6.60 | 16.60 | 8.18 | 0.37 | 6.68 |
| Sharpe Ratio | NA | 0.34 | 0.11 | 0.07 | NA | NA | NA | … | … | -1.04 | 0.06 | 0.91 | 2.36 | 1.04 | 0.03 | 0.83 |
| Standard Deviation(%) | NA | 21.81 | 21.01 | 20.31 | NA | NA | NA | … | … | 13.54 | 32.41 | 7.27 | 7.01 | 7.90 | 12.65 | 8.39 |
| Draw Down(%) | NA | 10.38 | 10.38 | 10.38 | NA | NA | NA | … | … | 7.25 | 3.98 | 5.40 | 4.63 | 7.13 | 12.47 | 6.55 |
| Yield(%) | 0.00 | 0.46 | 0.15 | 0.09 | 0.05 | 0.04 | 0.03 | … | … | 0.00 | 0.46 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/30/2016, Common starting date is 01/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWPCX (ESG MANAGERS BALANCED PORTFOLIO CLASS C) |
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 |
|---|---|---|---|---|
| PWPCX (ESG MANAGERS BALANCED PORTFOLIO CLASS C) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart