Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWIIX (THOMAS WHITE EMERGING MARKETS FUND CLASS I) | NA | -14.59% | -3.32% | -3.13% | NA | NA | NA | … | … |
Data as of 05/11/2020, Common starting date is 09/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWIIX (THOMAS WHITE EMERGING MARKETS FUND CLASS I) | 09/04/2012 | 05/11/2020 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.85 | -14.59 | -3.32 | -3.13 | NA | NA | NA | … | … | -25.08 | 22.06 | -16.55 | 28.94 | 2.52 | -12.94 | -7.01 | -2.56 | 12.69 |
| Sharpe Ratio | NA | -0.64 | -0.21 | -0.20 | NA | NA | NA | … | … | -1.30 | 1.44 | -0.93 | 2.98 | 0.13 | -0.79 | -0.58 | -0.19 | 4.04 |
| Standard Deviation(%) | NA | 28.18 | 20.84 | 19.13 | NA | NA | NA | … | … | 43.03 | 14.44 | 19.24 | 9.55 | 17.15 | 16.47 | 12.07 | 13.90 | 11.31 |
| Draw Down(%) | NA | 37.27 | 39.08 | 39.08 | NA | NA | NA | … | … | 37.27 | 11.98 | 26.89 | 5.31 | 12.72 | 25.71 | 16.49 | 17.96 | 3.69 |
| Yield(%) | 0.00 | 2.49 | 2.36 | 1.66 | 1.24 | 0.83 | 0.62 | … | … | 0.00 | 4.45 | 0.96 | 2.16 | 0.97 | 0.89 | 1.07 | 0.78 | 1.66 |
Data as of 05/11/2020, Common starting date is 09/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWIIX (THOMAS WHITE EMERGING MARKETS FUND CLASS I) |
-10.69%
Feb 2013 – Feb 2016 |
-3.42%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWIIX (THOMAS WHITE EMERGING MARKETS FUND CLASS I) |
10.71%
Dec 2016 – Dec 2019 |
3.91%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart