Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEMIX (EMERGING GROWTH FUND INSTITUTIONAL CLASS) | 19.13% | 33.34% | 15.82% | 2.38% | 12.24% | 10.72% | NA | … | … |
Data as of 06/02/2026, Common starting date is 04/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEMIX (EMERGING GROWTH FUND INSTITUTIONAL CLASS) | 04/03/2008 | 06/02/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 33.34 | 15.82 | 2.38 | 12.24 | 10.72 | NA | … | … | 19.13 | 9.73 | 19.19 | 4.51 | -34.40 | 7.29 | 58.56 | 25.38 | 1.61 | 26.20 | 7.65 | -2.97 | -1.77 | 50.21 | 8.33 | 5.47 | 32.45 | 33.08 | -32.89 |
| Sharpe Ratio | NA | 1.31 | 0.59 | -0.02 | 0.43 | NA | NA | … | … | 1.81 | 0.28 | 0.74 | 0.04 | -0.97 | 0.28 | 1.47 | 1.31 | 0.01 | 1.96 | 0.35 | -0.15 | -0.08 | 3.16 | 0.45 | 0.16 | 1.34 | 1.11 | -1.00 |
| Standard Deviation(%) | NA | 22.33 | 22.72 | 26.08 | 25.59 | NA | NA | … | … | 26.70 | 24.48 | 21.08 | 20.07 | 36.89 | 26.29 | 39.45 | 18.21 | 22.68 | 13.09 | 21.24 | 19.67 | 21.28 | 15.89 | 18.64 | 34.05 | 24.18 | 29.64 | 42.22 |
| Draw Down(%) | NA | 14.60 | 26.31 | 51.16 | 51.16 | NA | NA | … | … | 14.60 | 24.81 | 10.69 | 23.34 | 41.35 | 19.14 | 38.78 | 13.35 | 29.71 | 5.42 | 24.27 | 21.16 | 21.10 | 7.32 | 14.15 | 28.01 | 15.40 | 23.04 | 49.71 |
| Yield(%) | 0.00 | 9.10 | 5.79 | 7.24 | 13.41 | 11.97 | 11.87 | … | … | 0.00 | 8.89 | 7.54 | 0.00 | 0.00 | 27.80 | 26.68 | 5.95 | 20.23 | 13.87 | 6.30 | 11.05 | 6.97 | 9.25 | 5.55 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/02/2026, 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 |
|---|---|---|---|---|
| WEMIX (EMERGING GROWTH FUND INSTITUTIONAL CLASS) |
-11.02%
Apr 2021 – Apr 2024 |
-1.74%
Mar 2021 – Mar 2026 |
5.28%
Oct 2013 – Oct 2023 |
8.83%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEMIX (EMERGING GROWTH FUND INSTITUTIONAL CLASS) |
34.08%
Feb 2009 – Feb 2012 |
29.13%
Feb 2009 – Feb 2014 |
18.46%
Sep 2011 – Sep 2021 |
14.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart