Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLCGX (LARGE COMPANY GROWTH PORTFOLIO INSTITUTIONAL CLASS) | 4.93% | 24.05% | 26.16% | 6.49% | 10.98% | 11.26% | 9.34% | … | … |
Data as of 06/05/2026, Common starting date is 12/26/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLCGX (LARGE COMPANY GROWTH PORTFOLIO INSTITUTIONAL CLASS) | 12/26/1996 | 06/05/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.10 | 24.05 | 26.16 | 6.49 | 10.98 | 11.26 | 9.34 | … | … | 4.93 | 22.34 | 36.34 | 40.25 | -41.09 | 3.07 | 16.84 | 29.05 | -1.85 | 27.44 | 3.63 | 6.60 | 10.95 | 30.67 | 14.01 | -1.06 | 19.52 | 34.07 | -41.71 | 16.86 | 5.35 | 8.84 | 7.10 | 26.85 | -21.55 | -16.34 | -15.33 | 34.34 | 40.64 | 32.44 | -13.88 |
| Sharpe Ratio | NA | 1.69 | 1.26 | 0.20 | 0.42 | NA | NA | … | … | 1.10 | 0.80 | 1.80 | 2.27 | -1.28 | 0.12 | 0.43 | 1.84 | -0.16 | 3.07 | 0.25 | 0.41 | 0.42 | 2.56 | 0.98 | -0.04 | 1.08 | 1.41 | -1.11 | 0.83 | 0.16 | 0.59 | 0.50 | 1.49 | -0.89 | -0.73 | -0.64 | 1.47 | 1.75 | 1.46 | -0.96 |
| Standard Deviation(%) | NA | 16.93 | 20.07 | 24.45 | 23.27 | NA | NA | … | … | 18.98 | 24.57 | 18.17 | 16.26 | 33.38 | 25.85 | 38.42 | 15.00 | 20.49 | 8.75 | 13.87 | 16.17 | 26.35 | 11.97 | 14.39 | 25.60 | 18.07 | 24.14 | 38.46 | 16.63 | 11.95 | 11.11 | 12.30 | 17.58 | 25.46 | 26.15 | 30.37 | 21.01 | 21.22 | 19.67 | 108.18 |
| Draw Down(%) | NA | 16.96 | 24.14 | 52.76 | 52.76 | NA | NA | … | … | 15.19 | 24.14 | 13.46 | 10.60 | 42.46 | 21.97 | 28.96 | 9.01 | 21.07 | 3.06 | 11.55 | 11.69 | 14.06 | 6.52 | 10.63 | 20.97 | 15.66 | 19.47 | 49.92 | 10.30 | 11.49 | 8.34 | 11.77 | 12.29 | 31.44 | 34.45 | 25.35 | 10.44 | 20.29 | 11.99 | 13.88 |
| Yield(%) | 0.00 | 19.86 | 14.93 | 6.12 | 8.53 | 9.77 | 8.34 | … | … | 0.00 | 20.49 | 13.74 | 0.42 | 0.07 | 0.00 | 0.11 | 10.74 | 13.14 | 9.79 | 11.35 | 10.43 | 14.66 | 9.58 | 3.78 | 0.00 | 0.45 | 0.37 | 1.13 | 18.71 | 0.00 | 0.00 | 0.47 | 0.30 | 0.43 | 0.22 | 1.17 | 1.33 | 7.95 | 3.09 | 0.22 |
Data as of 06/05/2026, Common starting date is 12/26/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLCGX (LARGE COMPANY GROWTH PORTFOLIO INSTITUTIONAL CLASS) |
-19.28%
Mar 2000 – Mar 2003 |
-7.16%
Mar 2000 – Mar 2005 |
-3.65%
Feb 1999 – Feb 2009 |
2.55%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLCGX (LARGE COMPANY GROWTH PORTFOLIO INSTITUTIONAL CLASS) |
36.51%
Mar 1997 – Mar 2000 |
21.94%
Feb 2009 – Feb 2014 |
17.05%
Aug 2010 – Aug 2020 |
12.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart