Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDIVX (WESTFIELD CAPITAL DIVIDEND GROWTH FUND INSTITUTIONAL CLASS SHARES) | NA | -18.93% | 5.91% | 8.99% | 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 |
|---|---|---|
| WDIVX (WESTFIELD CAPITAL DIVIDEND GROWTH FUND INSTITUTIONAL 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 | -18.93 | 5.91 | 8.99 | NA | NA | NA | … | … | -11.87 | 2.82 | 7.28 | 32.96 | -12.48 | 21.51 | 8.31 | -1.21 | 9.31 | 6.10 |
| Sharpe Ratio | NA | -0.83 | 0.24 | 0.40 | NA | NA | NA | … | … | -1.28 | 0.13 | 0.21 | 2.59 | -0.74 | 3.02 | 0.66 | -0.08 | 0.79 | 1.55 |
| Standard Deviation(%) | NA | 22.99 | 24.48 | 20.72 | NA | NA | NA | … | … | 18.10 | 21.39 | 34.01 | 12.30 | 18.69 | 6.95 | 12.15 | 14.85 | 11.82 | 9.84 |
| Draw Down(%) | NA | 25.91 | 32.91 | 32.91 | NA | NA | NA | … | … | 12.44 | 16.87 | 32.91 | 6.37 | 26.45 | 2.35 | 10.85 | 11.99 | 9.00 | 5.12 |
| Yield(%) | 0.00 | 1.17 | 4.39 | 7.10 | 5.83 | 3.88 | 2.91 | … | … | 0.00 | 1.34 | 8.91 | 2.19 | 8.76 | 14.02 | 2.63 | 4.99 | 5.44 | 5.25 |
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 |
|---|---|---|---|---|
| WDIVX (WESTFIELD CAPITAL DIVIDEND GROWTH FUND INSTITUTIONAL CLASS SHARES) |
4.79%
Oct 2013 – Oct 2016 |
5.30%
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 |
|---|---|---|---|---|
| WDIVX (WESTFIELD CAPITAL DIVIDEND GROWTH FUND INSTITUTIONAL CLASS SHARES) |
19.75%
Oct 2018 – Oct 2021 |
17.88%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart