Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBMIX (Whitebox Tactical Opportunities Instl) | NA | -20.49% | -5.16% | 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 |
|---|---|---|
| WBMIX (Whitebox Tactical Opportunities Instl) | 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 | -20.49 | -5.16 | NA | NA | NA | NA | … | … | -0.11 | -21.33 | -5.71 | 12.70 | 12.17 | 0.30 |
| Sharpe Ratio | NA | -2.34 | -0.89 | NA | NA | NA | NA | … | … | -4.31 | -2.37 | -1.01 | 1.64 | 1.18 | 0.35 |
| Standard Deviation(%) | NA | 8.77 | 7.60 | NA | NA | NA | NA | … | … | 0.42 | 9.01 | 5.68 | 7.72 | 10.38 | 12.96 |
| Draw Down(%) | NA | 21.97 | 28.63 | NA | NA | NA | NA | … | … | 0.11 | 22.09 | 9.67 | 4.63 | 9.01 | 2.87 |
| Yield(%) | 0.00 | 0.00 | 1.75 | 1.62 | 0.81 | 0.54 | 0.40 | … | … | 0.00 | 0.00 | 2.31 | 2.76 | 1.96 | 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 |
|---|---|---|---|---|
| WBMIX (Whitebox Tactical Opportunities Instl) |
-4.24%
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 |
|---|---|---|---|---|
| WBMIX (Whitebox Tactical Opportunities Instl) |
6.28%
May 2012 – May 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart