Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEISX (WEISS ALTERNATIVE BALANCED RISK FUND CLASS I) | NA | 3.87% | -4.62% | -2.80% | NA | NA | NA | … | … |
Data as of 06/14/2023, Common starting date is 12/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEISX (WEISS ALTERNATIVE BALANCED RISK FUND CLASS I) | 12/02/2015 | 06/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 3.87 | -4.62 | -2.80 | NA | NA | NA | … | … | 4.35 | -18.48 | 2.91 | 6.91 | 1.32 | 0.00 | -1.50 |
| Sharpe Ratio | NA | 0.05 | -0.19 | -0.14 | NA | NA | NA | … | … | 0.61 | -1.54 | 0.14 | 0.06 | 0.41 | -0.03 | -3.25 |
| Standard Deviation(%) | NA | 11.73 | 15.72 | 15.72 | NA | NA | NA | … | … | 8.64 | 12.96 | 25.28 | 23.17 | 1.71 | 6.05 | 5.38 |
| Draw Down(%) | NA | 11.48 | 29.36 | 29.36 | NA | NA | NA | … | … | 6.31 | 21.74 | 11.68 | 2.38 | 1.40 | 7.42 | 2.00 |
| Yield(%) | 0.00 | 0.01 | 2.09 | 1.25 | 1.31 | 0.87 | 0.66 | … | … | 0.00 | 0.01 | 6.45 | 0.00 | 1.88 | 4.47 | 0.00 |
Data as of 06/14/2023, Common starting date is 12/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEISX (WEISS ALTERNATIVE BALANCED RISK FUND CLASS I) |
-2.88%
Sep 2019 – Sep 2022 |
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 |
|---|---|---|---|---|
| WEISX (WEISS ALTERNATIVE BALANCED RISK FUND CLASS I) |
6.13%
Nov 2018 – Nov 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart