Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 02/29/2016.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WALLX (WALL STREET FUND INC WALL STREET FUND) | NA | -43.99% | -7.02% | -0.24% | 0.85% | 0.68% | NA | 1.55% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WALLX (WALL STREET FUND INC WALL STREET FUND) | 06/21/1996 | 02/29/2016 |
The return data shown below all have the same latest date: 02/29/2016.
AR inception is since 06/21/1996.
AR inception is since 06/21/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -35.74 | -43.99 | -7.02 | -0.24 | 0.85 | 0.68 | NA | 1.55 | -8.06 | -6.88 | 8.77 | 34.45 | 9.45 | 0.67 | 15.08 | 34.02 | -41.40 | 12.53 | 4.28 | 7.54 | 7.26 | 49.90 | -36.34 | -24.18 | -18.83 | 32.80 | 27.52 | -7.79 | -13.48 |
| Sharpe Ratio | NA | -0.86 | 0.34 | 0.31 | 0.12 | NA | NA | -0.09 | -1.70 | -0.41 | 0.61 | 2.61 | 0.61 | 0.03 | 0.76 | 1.28 | -1.07 | 0.52 | 0.06 | 0.40 | 0.39 | 2.47 | -1.20 | -0.83 | -0.53 | 0.91 | 0.88 | -3.10 | -1.00 |
| Standard Deviation(%) | NA | 18.70 | 15.77 | 18.14 | 22.21 | NA | NA | 25.15 | 24.73 | 16.78 | 14.32 | 13.19 | 15.64 | 25.09 | 19.75 | 26.45 | 39.44 | 18.34 | 15.29 | 13.58 | 16.19 | 19.88 | 31.13 | 32.27 | 43.35 | 32.40 | 27.50 | 20.25 | 27.41 |
| Draw Down(%) | NA | 24.49 | 26.24 | 26.24 | 57.58 | NA | NA | 76.80 | 14.63 | 13.07 | 8.44 | 7.39 | 12.61 | 20.39 | 17.67 | 24.38 | 50.91 | 10.97 | 14.92 | 9.80 | 18.88 | 12.67 | 48.28 | 45.52 | 46.39 | 17.92 | 36.20 | 24.73 | 17.47 |
| Yield(%) | 0.00 | 4.47 | 9.09 | 5.27 | 3.12 | 2.04 | 3.00 | 3.15 | 0.00 | 4.64 | 7.10 | 3.10 | 0.31 | 0.00 | 0.38 | 0.00 | 0.64 | 4.36 | 1.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 23.58 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WALLX (WALL STREET FUND INC WALL STREET FUND) |
-28.26%
Feb 2000 - Feb 2003 |
-9.94%
Feb 2000 - Feb 2005 |
-5.28%
Aug 2000 - Aug 2010 |
1.14%
Sep 1996 - Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WALLX (WALL STREET FUND INC WALL STREET FUND) |
28.25%
Mar 1997 - Mar 2000 |
23.21%
Feb 2009 - Feb 2014 |
9.24%
Sep 2002 - Sep 2012 |
6.37%
Aug 1998 - Aug 2013 |
Annualized Rolling Returns Comparison Chart