Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGRIX (WINTERGREEN FUND INC. INSTITUTIONAL CLASS) | NA | -3.86% | -2.87% | 0.08% | NA | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 01/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGRIX (WINTERGREEN FUND INC. INSTITUTIONAL CLASS) | 01/03/2012 | 04/02/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.86 | -2.87 | 0.08 | NA | NA | NA | … | … | 0.00 | 7.81 | -20.21 | 14.17 | 7.01 | -6.70 | -1.47 | 17.09 | 5.99 |
| Sharpe Ratio | NA | -0.84 | -0.44 | -0.07 | NA | NA | NA | … | … | 0.00 | 0.73 | -1.95 | 1.78 | 0.66 | -0.54 | -0.17 | 1.82 | 0.60 |
| Standard Deviation(%) | NA | 5.98 | 9.08 | 9.90 | NA | NA | NA | … | … | NA | 8.77 | 11.06 | 7.62 | 10.32 | 12.55 | 8.58 | 9.40 | 10.09 |
| Draw Down(%) | NA | 5.83 | 24.53 | 24.53 | NA | NA | NA | … | … | 0.00 | 5.83 | 24.53 | 7.01 | 7.30 | 14.81 | 11.64 | 8.86 | 9.57 |
| Yield(%) | 0.00 | 29.23 | 18.05 | 12.76 | 7.73 | 5.15 | 3.86 | … | … | 0.00 | 32.62 | 16.93 | 24.40 | 9.11 | 2.64 | 1.50 | 0.51 | 0.61 |
Data as of 04/02/2020, Common starting date is 01/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGRIX (WINTERGREEN FUND INC. INSTITUTIONAL CLASS) |
-2.89%
Mar 2017 – Mar 2020 |
-2.17%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGRIX (WINTERGREEN FUND INC. INSTITUTIONAL CLASS) |
7.61%
May 2012 – May 2015 |
7.44%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart