Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLCVX (LARGE COMPANY VALUE PORTFOLIO INSTITUTIONAL CLASS) | 10.37% | 24.41% | 17.90% | 5.73% | 8.26% | 8.96% | 6.59% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLCVX (LARGE COMPANY VALUE PORTFOLIO INSTITUTIONAL CLASS) | 12/26/1996 | 06/04/2026 |
| 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 (%) | 1.69 | 24.41 | 17.90 | 5.73 | 8.26 | 8.96 | 6.59 | … | … | 10.37 | 16.13 | 13.72 | 16.31 | -19.58 | 15.67 | -1.51 | 23.96 | -11.55 | 15.08 | 15.81 | -4.99 | 12.37 | 36.84 | 16.18 | -2.95 | 13.91 | 28.59 | -41.39 | -1.87 | 18.89 | 9.18 | 9.05 | 28.84 | -17.09 | -0.75 | 17.28 | -11.47 | 10.33 | 30.35 | -12.58 |
| Sharpe Ratio | NA | 1.83 | 1.07 | 0.18 | 0.34 | NA | NA | … | … | 1.63 | 0.81 | 0.87 | 0.94 | -0.89 | 0.89 | -0.04 | 1.75 | -0.86 | 1.84 | 1.01 | -0.32 | 0.64 | 2.99 | 1.13 | -0.12 | 0.67 | 0.88 | -0.97 | -0.30 | 1.53 | 0.64 | 0.62 | 1.79 | -0.77 | -0.17 | 0.71 | -0.88 | 0.38 | 1.74 | -0.99 |
| Standard Deviation(%) | NA | 11.10 | 13.53 | 16.86 | 19.16 | NA | NA | … | … | 12.04 | 16.50 | 11.64 | 13.62 | 23.71 | 17.51 | 39.86 | 12.82 | 15.07 | 7.87 | 15.43 | 15.92 | 19.26 | 12.31 | 14.45 | 25.86 | 20.56 | 32.44 | 43.67 | 17.09 | 10.13 | 10.82 | 12.99 | 15.74 | 23.79 | 19.45 | 18.42 | 16.82 | 18.26 | 15.25 | 104.96 |
| Draw Down(%) | NA | 7.20 | 16.26 | 28.68 | 42.17 | NA | NA | … | … | 7.20 | 15.45 | 6.91 | 11.25 | 22.63 | 12.78 | 42.17 | 7.91 | 21.32 | 4.46 | 13.23 | 14.29 | 9.86 | 5.29 | 13.04 | 24.20 | 18.46 | 32.24 | 53.83 | 15.59 | 7.90 | 6.99 | 7.99 | 12.78 | 30.08 | 22.57 | 12.02 | 23.30 | 18.09 | 9.93 | 12.58 |
| Yield(%) | 0.00 | 11.37 | 8.92 | 4.70 | 6.24 | 7.47 | 5.52 | … | … | 0.00 | 11.74 | 9.18 | 3.48 | 1.22 | 1.68 | 0.00 | 7.13 | 7.49 | 11.10 | 7.70 | 7.02 | 12.31 | 1.60 | 1.32 | 1.20 | 0.99 | 0.81 | 1.36 | 22.45 | 10.02 | 12.79 | 2.30 | 0.70 | 1.40 | 6.44 | 1.14 | 1.76 | 9.12 | 9.31 | 3.05 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| WLCVX (LARGE COMPANY VALUE PORTFOLIO INSTITUTIONAL CLASS) |
-20.18%
Feb 2006 – Feb 2009 |
-9.59%
Feb 2004 – Feb 2009 |
-3.37%
Feb 1999 – Feb 2009 |
3.24%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLCVX (LARGE COMPANY VALUE PORTFOLIO INSTITUTIONAL CLASS) |
26.48%
Feb 2009 – Feb 2012 |
24.00%
Feb 2009 – Feb 2014 |
15.09%
Feb 2009 – Feb 2019 |
11.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart