Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
WLUIX (Wilmington Large Cap Value Instl) | NA | 7.26% | -11.40% | -3.90% | -0.87% | NA | NA | -1.71% |
Data as of 12/08/2009, AR inception is 07/14/1998
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
WLUIX (Wilmington Large Cap Value Instl) | 07/14/1998 | 12/08/2009 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | 7.26 | -11.40 | -3.90 | -0.87 | NA | NA | -1.71 | 12.47 | -34.51 | -6.29 | 14.38 | 2.42 | 13.91 | 24.62 | -28.80 | -8.02 | 18.34 | 0.86 | -7.83 |
Sharpe Ratio | NA | 0.24 | -0.42 | -0.23 | -0.12 | NA | NA | -0.17 | 0.47 | -0.90 | -0.47 | 1.05 | 0.02 | 1.14 | 1.46 | -1.09 | -0.57 | 0.82 | -0.17 | -1.11 |
Standard Deviation(%) | NA | 29.28 | 30.41 | 24.81 | 22.29 | NA | NA | 21.13 | 28.26 | 39.27 | 19.83 | 10.60 | 11.45 | 11.41 | 16.34 | 27.47 | 18.33 | 17.53 | 13.94 | 17.09 |
Draw Down(%) | NA | 30.59 | 59.94 | 59.94 | 59.94 | NA | NA | 59.94 | 29.04 | 44.04 | 16.77 | 9.56 | 8.92 | 7.76 | 14.64 | 41.52 | 25.06 | 7.32 | 18.49 | 16.45 |
Yield(%) | 0.00 | 1.08 | 0.55 | 0.77 | 0.43 | 0.26 | 0.19 | 0.35 | 1.10 | 0.00 | 0.46 | 1.31 | 1.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/08/2009, AR inception is 07/14/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
WLUIX (Wilmington Large Cap Value Instl) |
-18.72%
Feb 2006 - Feb 2009 |
-9.23%
Feb 2004 - Feb 2009 |
-3.69%
Feb 1999 - Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
WLUIX (Wilmington Large Cap Value Instl) |
17.17%
Sep 2002 - Sep 2005 |
14.08%
Sep 2002 - Sep 2007 |
2.05%
Aug 1998 - Aug 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart