Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TWWDX (THOMAS WHITE INTERNATIONAL FUND INVESTOR CLASS) | NA | 8,467.72% | 367.39% | 151.49% | 61.83% | 36.80% | 34.03% | 24.67% |
Data as of 12/30/2022, AR inception is 12/27/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWWDX (THOMAS WHITE INTERNATIONAL FUND INVESTOR CLASS) | 12/27/1994 | 12/30/2022 |
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10,540.22 | 8,467.72 | 367.39 | 151.49 | 61.83 | 36.80 | 34.03 | 24.67 | 8,446.70 | 7.45 | 10.83 | 20.97 | -17.21 | 26.49 | -3.42 | -2.95 | -9.84 | 13.04 | 19.33 | -11.93 | 12.46 | 33.50 | -43.38 | 18.02 | 31.71 | 25.55 | 18.98 | 36.30 | -11.35 | -16.75 | -14.66 | 26.31 | 17.65 | 10.65 | 16.50 | 14.18 | -0.03 |
| Sharpe Ratio | NA | 18.11 | 1.36 | 0.72 | 0.41 | NA | NA | 0.26 | 18.36 | 0.52 | 0.33 | 1.62 | -1.21 | 3.44 | -0.21 | -0.19 | -0.88 | 1.11 | 1.31 | -0.45 | 0.60 | 1.29 | -1.14 | 0.84 | 1.81 | 2.26 | 1.38 | 2.65 | -0.79 | -1.30 | -1.24 | 2.02 | 0.94 | 0.68 | 2.06 | 1.45 | -1.46 |
| Standard Deviation(%) | NA | 467.43 | 270.38 | 209.84 | 148.63 | NA | NA | 89.98 | 468.36 | 14.17 | 31.45 | 12.05 | 15.43 | 7.54 | 16.89 | 15.57 | 11.21 | 11.71 | 14.83 | 26.33 | 20.75 | 25.83 | 38.90 | 17.87 | 15.74 | 10.30 | 13.01 | 13.45 | 15.82 | 14.96 | 15.24 | 11.33 | 15.03 | 10.22 | 6.17 | 7.04 | 4.51 |
| Draw Down(%) | NA | 33.95 | 36.17 | 39.88 | 39.88 | NA | NA | 59.50 | 33.95 | 7.95 | 36.17 | 9.81 | 26.05 | 2.87 | 12.22 | 16.45 | 14.72 | 11.01 | 13.49 | 26.44 | 17.75 | 25.56 | 54.11 | 13.15 | 18.51 | 7.62 | 11.95 | 16.07 | 24.39 | 28.11 | 20.05 | 7.19 | 20.71 | 7.76 | 5.21 | 3.60 | 0.30 |
| Yield(%) | 99.07 | 79.84 | 32.48 | 18.89 | 11.43 | 6.65 | 15.06 | 11.36 | 79.06 | 11.59 | 0.91 | 4.45 | 9.86 | 1.89 | 1.04 | 1.26 | 8.23 | 1.26 | 1.85 | 1.67 | 1.23 | 1.62 | 1.17 | 10.10 | 7.70 | 9.07 | 0.00 | 1.50 | 0.69 | 0.54 | 3.77 | 18.20 | 8.11 | 6.08 | 8.40 | 1.96 | 0.86 |
Data as of 12/30/2022, AR inception is 12/27/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWWDX (THOMAS WHITE INTERNATIONAL FUND INVESTOR CLASS) |
-16.32%
Mar 2000 - Mar 2003 |
-5.85%
Mar 1998 - Mar 2003 |
-0.05%
Oct 2007 - Oct 2017 |
-0.99%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWWDX (THOMAS WHITE INTERNATIONAL FUND INVESTOR CLASS) |
36.33%
Mar 2003 - Mar 2006 |
27.34%
Oct 2002 - Oct 2007 |
12.43%
Mar 2003 - Mar 2013 |
9.23%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart