Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAYEX (NAVIAN WAYCROSS LONG/SHORT EQUITY FUND NAVIAN WAYCROSS LONG/SHORT EQUITY FUND) | 0.33% | 10.82% | 12.50% | 7.21% | 9.20% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAYEX (NAVIAN WAYCROSS LONG/SHORT EQUITY FUND NAVIAN WAYCROSS LONG/SHORT EQUITY FUND) | 05/12/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 10.82 | 12.50 | 7.21 | 9.20 | NA | NA | … | … | 0.33 | 13.16 | 14.89 | 18.99 | -11.66 | 11.43 | 22.27 | 21.18 | -8.80 | 13.06 | 1.26 | -4.23 |
| Sharpe Ratio | NA | 1.31 | 1.12 | 0.48 | 0.67 | NA | NA | … | … | 0.09 | 0.99 | 1.36 | 1.86 | -0.98 | 1.17 | 1.01 | 2.32 | -0.85 | 1.84 | 0.15 | -0.70 |
| Standard Deviation(%) | NA | 7.60 | 8.96 | 10.05 | 11.45 | NA | NA | … | … | 8.56 | 10.45 | 8.25 | 8.30 | 13.47 | 9.74 | 21.72 | 8.48 | 12.09 | 6.75 | 7.16 | 9.27 |
| Draw Down(%) | NA | 8.05 | 10.83 | 17.31 | 20.77 | NA | NA | … | … | 8.05 | 10.83 | 6.04 | 5.49 | 16.40 | 4.39 | 20.77 | 5.49 | 17.30 | 3.12 | 6.09 | 9.49 |
| Yield(%) | 0.00 | 5.56 | 5.57 | 4.20 | 3.89 | 2.44 | 1.83 | … | … | 0.00 | 5.69 | 6.77 | 3.31 | 0.00 | 5.69 | 1.41 | 1.25 | 0.00 | 1.13 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAYEX (NAVIAN WAYCROSS LONG/SHORT EQUITY FUND NAVIAN WAYCROSS LONG/SHORT EQUITY FUND) |
1.45%
Dec 2015 – Dec 2018 |
4.46%
Jun 2015 – Jun 2020 |
7.77%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAYEX (NAVIAN WAYCROSS LONG/SHORT EQUITY FUND NAVIAN WAYCROSS LONG/SHORT EQUITY FUND) |
18.19%
Dec 2018 – Dec 2021 |
12.20%
Mar 2020 – Mar 2025 |
9.30%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart