Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBDGX (WBI TACTICAL DG FUND INSTITUTIONAL CLASS) | NA | 7.47% | 1.34% | 3.55% | NA | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 12/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBDGX (WBI TACTICAL DG FUND INSTITUTIONAL CLASS) | 12/30/2010 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.47 | 1.34 | 3.55 | NA | NA | NA | … | … | 0.00 | 9.83 | 3.96 | -9.94 | 0.25 | 20.46 | 15.65 | -3.32 | -0.50 |
| Sharpe Ratio | NA | 0.87 | 0.10 | 0.34 | NA | NA | NA | … | … | 0.00 | 1.13 | 0.37 | -0.83 | 0.02 | 2.16 | 1.30 | -0.17 | NA |
| Standard Deviation(%) | NA | 7.82 | 10.02 | 9.84 | NA | NA | NA | … | … | NA | 8.18 | 10.08 | 11.99 | 9.42 | 9.44 | 12.06 | 19.38 | 0.00 |
| Draw Down(%) | NA | 5.13 | 17.65 | 20.44 | NA | NA | NA | … | … | 0.00 | 5.13 | 6.61 | 14.16 | 8.42 | 6.68 | 11.52 | 23.72 | 0.50 |
| Yield(%) | 0.00 | 0.71 | 0.48 | 2.83 | 1.79 | 1.19 | 0.89 | … | … | 0.00 | 0.72 | 0.35 | 0.44 | 6.25 | 6.05 | 1.41 | 0.38 | 0.00 |
Data as of 01/26/2018, Common starting date is 12/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBDGX (WBI TACTICAL DG FUND INSTITUTIONAL CLASS) |
-3.06%
Oct 2013 – Oct 2016 |
1.67%
Apr 2011 – Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBDGX (WBI TACTICAL DG FUND INSTITUTIONAL CLASS) |
16.37%
Sep 2011 – Sep 2014 |
6.25%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart