Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
WAAIX (WILMINGTON STRATEGIC ALLOCATION AGGRESSIVE FUND CLASS I SHARES) | NA | 8.31% | 4.19% | 7.13% | 2.80% | NA | NA | 4.57% |
Data as of 04/27/2017, AR inception is 12/22/2005
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
WAAIX (WILMINGTON STRATEGIC ALLOCATION AGGRESSIVE FUND CLASS I SHARES) | 12/22/2005 | 04/27/2017 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -1.86 | 8.31 | 4.19 | 7.13 | 2.80 | NA | NA | 4.57 | 4.22 | 4.95 | -0.26 | 1.61 | 22.74 | 14.57 | -5.72 | 12.58 | 28.77 | -39.12 | 8.48 | 17.22 | -0.89 |
Sharpe Ratio | NA | 0.77 | 0.33 | 0.54 | 0.14 | NA | NA | 0.22 | 1.76 | 0.37 | -0.02 | 0.14 | 2.24 | 0.82 | -0.26 | 0.79 | 1.34 | -1.33 | 0.40 | 1.40 | -6.49 |
Standard Deviation(%) | NA | 10.47 | 12.00 | 13.14 | 17.90 | NA | NA | 17.11 | 7.64 | 12.70 | 13.27 | 11.30 | 10.12 | 17.81 | 22.15 | 15.87 | 21.44 | 30.09 | 13.67 | 9.99 | 8.09 |
Draw Down(%) | NA | 6.56 | 17.47 | 17.47 | 53.54 | NA | NA | 53.54 | 2.10 | 11.12 | 12.58 | 9.02 | 6.45 | 11.43 | 21.69 | 13.34 | 22.62 | 45.15 | 9.68 | 11.35 | 1.09 |
Yield(%) | 0.00 | 2.16 | 2.25 | 2.13 | 2.28 | 2.02 | 1.51 | 2.75 | 0.00 | 2.21 | 3.66 | 0.84 | 1.32 | 1.41 | 1.19 | 1.96 | 2.53 | 5.89 | 5.75 | 2.56 | 0.00 |
Data as of 04/27/2017, AR inception is 12/22/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
WAAIX (WILMINGTON STRATEGIC ALLOCATION AGGRESSIVE FUND CLASS I SHARES) |
-14.43%
Feb 2006 - Feb 2009 |
-3.18%
May 2007 - May 2012 |
3.04%
Feb 2006 - Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
WAAIX (WILMINGTON STRATEGIC ALLOCATION AGGRESSIVE FUND CLASS I SHARES) |
20.90%
Feb 2009 - Feb 2012 |
18.04%
Feb 2009 - Feb 2014 |
3.99%
Jul 2006 - Jul 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart