Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 12/04/2009.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WPEGX (Credit Suisse Trust Mid Cap Core) | NA | 38.58% | -6.73% | -1.51% | NA | NA | NA | -4.15% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPEGX (Credit Suisse Trust Mid Cap Core) | 02/28/2000 | 12/04/2009 |
The return data shown below all have the same latest date: 12/04/2009.
AR inception is since 02/28/2000.
AR inception is since 02/28/2000.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 38.58 | -6.73 | -1.51 | NA | NA | NA | -4.15 | 19.87 | -38.31 | 11.68 | 1.90 | 6.97 | 13.12 | 43.42 | -29.30 | -16.41 | -20.86 |
| Sharpe Ratio | NA | 1.15 | -0.24 | -0.12 | NA | NA | NA | -0.21 | 0.67 | -0.87 | 0.48 | -0.11 | 0.39 | 0.78 | 2.22 | -1.13 | -0.64 | -0.72 |
| Standard Deviation(%) | NA | 33.43 | 33.69 | 27.62 | NA | NA | NA | 27.15 | 32.00 | 44.87 | 18.18 | 13.06 | 12.43 | 15.67 | 19.28 | 26.95 | 29.65 | 39.37 |
| Draw Down(%) | NA | 29.47 | 56.46 | 56.46 | NA | NA | NA | 64.99 | 29.47 | 55.14 | 13.13 | 14.13 | 9.22 | 18.97 | 11.69 | 39.85 | 36.33 | 38.56 |
| Yield(%) | 0.00 | 2.31 | 0.45 | 0.31 | 0.11 | 0.08 | 0.06 | 0.13 | 1.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPEGX (Credit Suisse Trust Mid Cap Core) |
-21.66%
Mar 2000 - Mar 2003 |
-8.15%
Feb 2004 - Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPEGX (Credit Suisse Trust Mid Cap Core) |
22.53%
Mar 2003 - Mar 2006 |
15.98%
Sep 2002 - Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart