Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWWIX (THOMAS WHITE INTERNATIONAL FUND CLASS I) | NA | -20.06% | -1.49% | -0.79% | 1.83% | NA | NA | … | … |
Data as of 12/28/2022, Common starting date is 09/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWWIX (THOMAS WHITE INTERNATIONAL FUND CLASS I) | 09/04/2012 | 12/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.01 | -20.06 | -1.49 | -0.79 | 1.83 | NA | NA | … | … | -11.54 | -4.29 | 11.15 | 16.42 | -26.86 | 28.49 | -3.14 | -2.73 | -9.54 | 13.30 | 10.27 |
| Sharpe Ratio | NA | -0.48 | 0.05 | 0.02 | 0.14 | NA | NA | … | … | -0.49 | -0.24 | 0.35 | 1.19 | -1.37 | 3.76 | -0.20 | -0.18 | -0.86 | 1.13 | 3.27 |
| Standard Deviation(%) | NA | 26.40 | 24.84 | 21.15 | 17.55 | NA | NA | … | … | 26.56 | 17.70 | 30.87 | 12.76 | 20.54 | 7.43 | 16.86 | 15.55 | 11.17 | 11.74 | 11.02 |
| Draw Down(%) | NA | 33.83 | 36.13 | 39.47 | 39.47 | NA | NA | … | … | 33.83 | 17.19 | 36.13 | 9.82 | 34.71 | 2.43 | 12.20 | 16.35 | 14.57 | 10.99 | 4.12 |
| Yield(%) | 9.90 | 7.28 | 7.21 | 6.38 | 5.06 | 3.75 | 2.81 | … | … | 7.20 | 11.62 | 1.16 | 4.75 | 9.91 | 4.42 | 1.32 | 1.54 | 8.46 | 1.47 | 1.80 |
Data as of 12/28/2022, 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 |
|---|---|---|---|---|
| TWWIX (THOMAS WHITE INTERNATIONAL FUND CLASS I) |
-5.34%
Nov 2013 – Nov 2016 |
-2.91%
Sep 2017 – Sep 2022 |
1.15%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWWIX (THOMAS WHITE INTERNATIONAL FUND CLASS I) |
13.17%
Dec 2018 – Dec 2021 |
9.51%
Jun 2016 – Jun 2021 |
2.43%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart