Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEMCX (EMERGING GROWTH FUND CLASS C) | NA | 3.20% | 7.67% | -0.14% | 8.70% | 9.67% | NA | … | … |
Data as of 11/14/2025, Common starting date is 04/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEMCX (EMERGING GROWTH FUND CLASS C) | 04/03/2008 | 11/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.12 | 3.20 | 7.67 | -0.14 | 8.70 | 9.67 | NA | … | … | -9.24 | 5.60 | 3.31 | -35.16 | -34.06 | 20.02 | 23.96 | 0.45 | 24.70 | 6.45 | -4.27 | -2.91 | 48.37 | 7.00 | 4.23 | 30.82 | 31.38 | -33.44 |
| Sharpe Ratio | NA | -0.54 | -0.06 | -0.20 | 0.21 | NA | NA | … | … | -0.46 | -0.04 | -0.05 | -0.99 | -0.61 | 0.41 | 1.23 | -0.04 | 1.85 | 0.29 | -0.22 | -0.14 | 3.04 | 0.38 | 0.12 | 1.27 | 1.06 | -1.01 |
| Standard Deviation(%) | NA | 28.31 | 23.60 | 27.15 | 25.90 | NA | NA | … | … | 29.35 | 23.25 | 19.98 | 36.99 | 55.95 | 48.24 | 18.28 | 22.61 | 13.09 | 21.20 | 19.69 | 21.26 | 15.92 | 18.56 | 34.18 | 24.18 | 29.59 | 42.33 |
| Draw Down(%) | NA | 26.51 | 26.51 | 52.40 | 52.40 | NA | NA | … | … | 24.89 | 18.22 | 23.63 | 41.67 | 49.83 | 38.87 | 13.50 | 29.92 | 5.55 | 24.34 | 21.43 | 21.31 | 7.36 | 14.80 | 28.32 | 15.70 | 23.14 | 50.14 |
| Yield(%) | 0.00 | 23.51 | 9.48 | 13.79 | 14.37 | 15.46 | 11.82 | … | … | 14.88 | 13.16 | 0.00 | 0.00 | 39.46 | 34.89 | 7.58 | 24.24 | 16.06 | 7.15 | 12.21 | 7.55 | 9.84 | 5.81 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/14/2025, Common starting date is 04/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEMCX (EMERGING GROWTH FUND CLASS C) |
-12.12%
Apr 2021 – Apr 2024 |
-0.17%
Sep 2018 – Sep 2023 |
4.04%
Oct 2013 – Oct 2023 |
7.52%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEMCX (EMERGING GROWTH FUND CLASS C) |
32.50%
Feb 2009 – Feb 2012 |
27.57%
Feb 2009 – Feb 2014 |
17.08%
Sep 2011 – Sep 2021 |
12.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart