Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAVLX (WAVELENGTH INTEREST RATE NEUTRAL FUND WAVELENGTH INTEREST RATE NEUTRAL FUND) | 2.90% | 9.71% | 7.73% | 2.74% | 4.18% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAVLX (WAVELENGTH INTEREST RATE NEUTRAL FUND WAVELENGTH INTEREST RATE NEUTRAL FUND) | 10/04/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 9.71 | 7.73 | 2.74 | 4.18 | NA | NA | … | … | 2.90 | 10.04 | 5.21 | 7.03 | -11.34 | 1.72 | 8.29 | 13.08 | -1.46 | 5.58 | 7.82 | -4.60 | 1.51 | -0.70 |
| Sharpe Ratio | NA | 1.80 | 0.83 | 0.04 | 0.49 | NA | NA | … | … | 0.94 | 1.23 | 0.27 | 0.62 | -1.96 | 0.47 | 0.90 | 3.25 | -0.77 | 2.14 | 1.85 | -0.74 | 0.40 | -0.89 |
| Standard Deviation(%) | NA | 4.24 | 5.70 | 5.58 | 5.31 | NA | NA | … | … | 4.79 | 5.85 | 5.80 | 5.50 | 6.54 | 3.60 | 8.88 | 3.57 | 3.71 | 2.31 | 4.11 | 6.28 | 3.72 | 3.29 |
| Draw Down(%) | NA | 3.03 | 5.16 | 14.39 | 14.39 | NA | NA | … | … | 3.03 | 5.16 | 3.02 | 4.36 | 13.93 | 3.07 | 13.41 | 1.77 | 3.82 | 1.21 | 2.61 | 9.21 | 5.31 | 1.78 |
| Yield(%) | 0.00 | 4.21 | 4.51 | 3.60 | 3.53 | 2.58 | 1.93 | … | … | 0.81 | 4.04 | 4.46 | 4.91 | 3.11 | 2.80 | 2.33 | 5.33 | 2.55 | 2.15 | 2.25 | 2.04 | 2.44 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAVLX (WAVELENGTH INTEREST RATE NEUTRAL FUND WAVELENGTH INTEREST RATE NEUTRAL FUND) |
-2.17%
Oct 2020 – Oct 2023 |
1.33%
Sep 2017 – Sep 2022 |
2.11%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAVLX (WAVELENGTH INTEREST RATE NEUTRAL FUND WAVELENGTH INTEREST RATE NEUTRAL FUND) |
8.04%
Oct 2022 – Oct 2025 |
6.64%
Jan 2016 – Jan 2021 |
4.61%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart