Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBMAX (Whitebox Tactical Opportunities Investor) | NA | -20.78% | -5.47% | NA | NA | NA | NA | … | … |
Data as of 01/26/2016, Common starting date is 12/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBMAX (Whitebox Tactical Opportunities Investor) | 12/06/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -20.78 | -5.47 | NA | NA | NA | NA | … | … | -0.21 | -21.54 | -6.14 | 12.48 | 11.77 | 0.30 |
| Sharpe Ratio | NA | -2.36 | -0.93 | NA | NA | NA | NA | … | … | -4.09 | -2.39 | -1.09 | 1.62 | 1.15 | 0.35 |
| Standard Deviation(%) | NA | 8.81 | 7.60 | NA | NA | NA | NA | … | … | 0.85 | 9.04 | 5.67 | 7.69 | 10.27 | 12.97 |
| Draw Down(%) | NA | 22.14 | 29.13 | NA | NA | NA | NA | … | … | 0.21 | 22.40 | 9.89 | 4.65 | 8.94 | 2.87 |
| Yield(%) | 0.00 | 0.00 | 1.76 | 1.61 | 0.81 | 0.54 | 0.40 | … | … | 0.00 | 0.00 | 2.33 | 2.77 | 1.95 | 0.00 |
Data as of 01/26/2016, Common starting date is 12/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBMAX (Whitebox Tactical Opportunities Investor) |
-4.52%
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 |
|---|---|---|---|---|
| WBMAX (Whitebox Tactical Opportunities Investor) |
5.94%
May 2012 – May 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart