Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCIFX (WRIGHT CURRENT INCOME FUND WRIGHT CURRENT INCOME FUND) | NA | -1.95% | -0.16% | 0.64% | 2.82% | 3.02% | 3.67% | … | … |
Data as of 05/04/2018, Common starting date is 05/28/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCIFX (WRIGHT CURRENT INCOME FUND WRIGHT CURRENT INCOME FUND) | 05/28/1987 | 05/04/2018 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | -1.95 | -0.16 | 0.64 | 2.82 | 3.02 | 3.67 | … | … | -2.10 | 1.00 | 0.73 | 1.41 | 4.46 | -1.92 | 3.06 | 6.22 | 5.17 | 6.33 | 6.12 | 5.37 | 4.02 | 1.78 | 3.10 | 0.92 | 6.33 | 7.27 | 10.22 | 0.52 | 6.52 | 8.66 | 4.34 | 17.47 | -3.26 | 6.61 | 6.72 | 15.32 | 9.75 | 14.04 | 8.72 | 5.77 |
| Sharpe Ratio | NA | -1.34 | -0.22 | 0.13 | 0.91 | NA | NA | … | … | -3.05 | 0.17 | 0.20 | 0.42 | 1.76 | -0.72 | 1.40 | 2.37 | 1.94 | 2.19 | 1.00 | 0.76 | 0.25 | -0.17 | 0.67 | 0.08 | 1.93 | 1.37 | 1.54 | -0.68 | 1.10 | 1.44 | 0.17 | 2.86 | -0.95 | 1.40 | 0.94 | 2.76 | 0.88 | 1.56 | 0.71 | 0.66 |
| Standard Deviation(%) | NA | 2.13 | 2.64 | 2.73 | 2.89 | NA | NA | … | … | 2.34 | 2.23 | 2.65 | 3.27 | 2.53 | 2.72 | 2.17 | 2.61 | 2.62 | 2.84 | 5.17 | 3.09 | 2.93 | 2.29 | 3.20 | 2.90 | 2.71 | 3.68 | 4.03 | 3.97 | 2.92 | 3.56 | 4.90 | 4.76 | 6.56 | 3.24 | 4.58 | 4.17 | 5.09 | 5.34 | 5.69 | 8.63 |
| Draw Down(%) | NA | 3.37 | 3.99 | 3.99 | 3.99 | NA | NA | … | … | 2.34 | 1.57 | 3.37 | 1.92 | 1.05 | 3.64 | 0.98 | 1.21 | 1.82 | 1.50 | 3.03 | 1.92 | 1.82 | 1.89 | 2.72 | 2.25 | 1.50 | 2.33 | 2.72 | 3.70 | 1.20 | 2.26 | 3.55 | 1.99 | 7.21 | 1.20 | 3.25 | 1.56 | 3.07 | 3.38 | 3.22 | 7.66 |
| Yield(%) | 0.04 | 3.21 | 3.29 | 3.36 | 3.96 | 4.07 | 4.40 | … | … | 0.89 | 3.53 | 3.47 | 3.50 | 3.74 | 3.81 | 3.92 | 4.18 | 4.29 | 4.88 | 4.78 | 4.38 | 4.92 | 4.56 | 8.74 | 3.85 | 4.06 | 5.85 | 6.33 | 5.84 | 6.05 | 6.49 | 6.35 | 7.15 | 6.43 | 6.74 | 7.10 | 7.82 | 8.51 | 9.06 | 9.47 | 6.38 |
Data as of 05/04/2018, Common starting date is 05/28/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCIFX (WRIGHT CURRENT INCOME FUND WRIGHT CURRENT INCOME FUND) |
-0.28%
Mar 2015 – Mar 2018 |
0.60%
Apr 2013 – Apr 2018 |
2.81%
Apr 2008 – Apr 2018 |
3.01%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCIFX (WRIGHT CURRENT INCOME FUND WRIGHT CURRENT INCOME FUND) |
13.01%
Dec 1988 – Dec 1991 |
12.25%
Sep 1987 – Sep 1992 |
9.19%
Sep 1987 – Sep 1997 |
8.24%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart