Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCDGX (WESTFIELD CAPITAL DIVIDEND GROWTH FUND INVESTOR CLASS SHARES) | NA | -15.19% | 7.33% | 9.77% | NA | NA | NA | … | … |
Data as of 06/30/2022, Common starting date is 08/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCDGX (WESTFIELD CAPITAL DIVIDEND GROWTH FUND INVESTOR CLASS SHARES) | 08/01/2013 | 06/30/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.19 | 7.33 | 9.77 | NA | NA | NA | … | … | -7.69 | 2.88 | 7.25 | 32.49 | -12.42 | 21.18 | 8.07 | -1.39 | 9.43 | 6.09 |
| Sharpe Ratio | NA | -0.68 | 0.30 | 0.44 | NA | NA | NA | … | … | -0.90 | 0.13 | 0.21 | 2.53 | -0.73 | 2.96 | 0.65 | -0.10 | 0.81 | 1.55 |
| Standard Deviation(%) | NA | 22.72 | 24.39 | 20.69 | NA | NA | NA | … | … | 17.22 | 21.36 | 34.02 | 12.41 | 18.75 | 6.98 | 12.12 | 14.77 | 11.67 | 9.85 |
| Draw Down(%) | NA | 25.38 | 32.89 | 32.89 | NA | NA | NA | … | … | 11.89 | 16.62 | 32.89 | 6.35 | 26.54 | 2.34 | 10.90 | 12.12 | 9.16 | 5.12 |
| Yield(%) | 0.00 | 0.93 | 4.11 | 6.82 | 5.60 | 3.74 | 2.80 | … | … | 0.00 | 1.07 | 8.65 | 1.90 | 8.50 | 13.73 | 2.41 | 4.77 | 5.04 | 5.24 |
Data as of 06/30/2022, Common starting date is 08/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCDGX (WESTFIELD CAPITAL DIVIDEND GROWTH FUND INVESTOR CLASS SHARES) |
4.65%
Oct 2013 – Oct 2016 |
5.06%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCDGX (WESTFIELD CAPITAL DIVIDEND GROWTH FUND INVESTOR CLASS SHARES) |
19.42%
Oct 2018 – Oct 2021 |
17.59%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart