Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TWAOX (THOMAS WHITE AMERICAN OPPORTUNITIES FUND INVESTOR CLASS) | NA | -11.71% | 8.34% | 7.62% | 9.95% | 6.66% | 7.75% | 6.80% |
Data as of 12/28/2022, AR inception is 06/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWAOX (THOMAS WHITE AMERICAN OPPORTUNITIES FUND INVESTOR CLASS) | 06/04/1999 | 12/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.71 | 8.34 | 7.62 | 9.95 | 6.66 | 7.75 | 6.80 | -11.90 | 33.57 | 7.78 | 28.50 | -10.95 | 8.39 | 7.58 | 0.74 | 14.03 | 30.70 | 9.25 | 2.05 | 21.28 | 21.41 | -36.55 | 5.04 | -2.30 | 8.75 | 11.49 | 34.55 | -9.89 | 6.13 | 5.25 | 1.76 |
| Sharpe Ratio | NA | -0.58 | 0.29 | 0.30 | 0.51 | NA | NA | 0.28 | -0.59 | 2.27 | 0.20 | 2.15 | -0.78 | 0.73 | 0.58 | 0.05 | 1.09 | 2.45 | 0.67 | 0.08 | 1.09 | 0.82 | -0.98 | 0.13 | -0.32 | 0.51 | 0.73 | 2.24 | -0.53 | 0.25 | 0.06 | -0.02 |
| Standard Deviation(%) | NA | 22.63 | 27.03 | 22.80 | 18.48 | NA | NA | 19.63 | 22.76 | 14.76 | 38.19 | 12.63 | 15.64 | 10.65 | 12.75 | 14.78 | 12.83 | 12.52 | 13.81 | 25.64 | 19.36 | 25.99 | 38.17 | 15.67 | 17.63 | 12.88 | 14.44 | 15.08 | 20.87 | 15.77 | 19.18 | 13.41 |
| Draw Down(%) | NA | 21.51 | 40.31 | 40.31 | 40.31 | NA | NA | 53.58 | 21.38 | 5.95 | 40.31 | 7.02 | 20.86 | 8.50 | 11.61 | 10.44 | 10.90 | 7.37 | 11.03 | 22.93 | 15.69 | 23.09 | 49.54 | 10.87 | 13.42 | 7.96 | 9.81 | 12.07 | 25.99 | 17.27 | 9.68 | 11.39 |
| Yield(%) | 81.12 | 39.58 | 23.65 | 16.36 | 14.44 | 9.40 | 11.27 | 9.70 | 39.75 | 10.18 | 22.39 | 3.20 | 4.26 | 0.90 | 2.39 | 7.79 | 9.91 | 13.95 | 4.38 | 4.69 | 0.80 | 1.31 | 0.39 | 8.94 | 0.00 | 9.66 | 0.00 | 0.05 | 0.20 | 0.37 | 4.79 | 0.20 |
Data as of 12/28/2022, AR inception is 06/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWAOX (THOMAS WHITE AMERICAN OPPORTUNITIES FUND INVESTOR CLASS) |
-18.78%
Feb 2006 - Feb 2009 |
-8.61%
Feb 2004 - Feb 2009 |
1.62%
Jul 1999 - Jul 2009 |
3.86%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWAOX (THOMAS WHITE AMERICAN OPPORTUNITIES FUND INVESTOR CLASS) |
24.02%
Feb 2009 - Feb 2012 |
21.11%
Feb 2009 - Feb 2014 |
13.31%
Feb 2009 - Feb 2019 |
8.06%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart