Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWPIX (ESG MANAGERS BALANCED PORTFOLIO INSTITUTIONAL CLASS) | NA | -7.54% | 3.53% | 4.76% | 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 |
|---|---|---|
| PWPIX (ESG MANAGERS BALANCED PORTFOLIO INSTITUTIONAL CLASS) | 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 (%) | 0.83 | -7.54 | 3.53 | 4.76 | NA | NA | NA | … | … | -3.36 | -5.67 | 3.90 | 2.85 | 7.36 | -0.95 | 5.28 |
| Sharpe Ratio | NA | -0.98 | -0.26 | -0.01 | NA | NA | NA | … | … | -0.98 | -0.61 | 0.53 | 0.20 | 0.90 | -0.08 | 0.63 |
| Standard Deviation(%) | NA | 10.63 | 12.04 | 11.85 | NA | NA | NA | … | … | 13.83 | 9.30 | 7.37 | 14.40 | 8.17 | 12.90 | 8.62 |
| Draw Down(%) | NA | 15.11 | 18.97 | 18.97 | NA | NA | NA | … | … | 7.16 | 10.99 | 6.34 | 11.95 | 6.97 | 12.95 | 7.51 |
| Yield(%) | 0.00 | 3.00 | 6.52 | 5.08 | 3.01 | 2.01 | 1.50 | … | … | 0.00 | 3.07 | 3.02 | 14.25 | 1.83 | 2.37 | 2.32 |
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 |
|---|---|---|---|---|
| PWPIX (ESG MANAGERS BALANCED PORTFOLIO INSTITUTIONAL CLASS) |
3.92%
Feb 2013 – Feb 2016 |
4.69%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWPIX (ESG MANAGERS BALANCED PORTFOLIO INSTITUTIONAL CLASS) |
11.89%
Sep 2011 – Sep 2014 |
9.36%
May 2010 – May 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart