Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBLSX (WHITEBOX MARKET NEUTRAL EQUITY FUND INVESTOR SHARES) | NA | -5.71% | 1.19% | NA | NA | NA | NA | … | … |
Data as of 01/26/2016, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBLSX (WHITEBOX MARKET NEUTRAL EQUITY FUND INVESTOR SHARES) | 11/05/2012 | 01/26/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.71 | 1.19 | NA | NA | NA | NA | … | … | -0.11 | -7.80 | -7.41 | 8.54 | 0.40 |
| Sharpe Ratio | NA | -1.73 | -0.38 | NA | NA | NA | NA | … | … | -1.87 | -1.81 | -0.84 | 1.34 | 0.67 |
| Standard Deviation(%) | NA | 4.20 | 6.98 | NA | NA | NA | NA | … | … | 0.99 | 4.33 | 8.81 | 6.34 | 3.98 |
| Draw Down(%) | NA | 10.84 | 17.62 | NA | NA | NA | NA | … | … | 0.22 | 10.75 | 11.45 | 3.26 | 0.70 |
| Yield(%) | 0.00 | 1.54 | 3.96 | 2.39 | 1.20 | 0.80 | 0.60 | … | … | 0.00 | 1.53 | 7.50 | 2.19 | 0.00 |
Data as of 01/26/2016, Common starting date is 11/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBLSX (WHITEBOX MARKET NEUTRAL EQUITY FUND INVESTOR SHARES) |
1.33%
Dec 2012 – Dec 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBLSX (WHITEBOX MARKET NEUTRAL EQUITY FUND INVESTOR SHARES) |
1.33%
Dec 2012 – Dec 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart