Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPFIX (WESTPORT FUND WESTPORT FUND CLASS I) | NA | 9.55% | 6.35% | 12.33% | 8.49% | NA | NA | … | … |
Data as of 10/13/2016, Common starting date is 03/24/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPFIX (WESTPORT FUND WESTPORT FUND CLASS I) | 03/24/2005 | 10/13/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.55 | 6.35 | 12.33 | 8.49 | NA | NA | … | … | 10.74 | -5.30 | 8.80 | 28.73 | 12.51 | 3.44 | 20.75 | 32.26 | -30.20 | 13.74 | 13.25 | 3.81 |
| Sharpe Ratio | NA | 0.60 | 0.45 | 0.83 | 0.40 | NA | NA | … | … | 0.86 | -0.35 | 0.69 | 2.46 | 0.92 | 0.14 | 1.15 | 1.32 | -0.91 | 0.71 | 0.80 | 0.20 |
| Standard Deviation(%) | NA | 15.67 | 14.28 | 14.74 | 19.79 | NA | NA | … | … | 15.95 | 15.03 | 12.77 | 11.66 | 13.65 | 24.99 | 17.90 | 24.37 | 33.94 | 15.14 | 12.56 | 13.47 |
| Draw Down(%) | NA | 15.09 | 19.70 | 19.70 | 46.12 | NA | NA | … | … | 10.71 | 14.63 | 10.28 | 4.86 | 11.31 | 22.33 | 15.08 | 20.89 | 43.86 | 10.29 | 11.37 | 8.78 |
| Yield(%) | 0.00 | 28.30 | 12.19 | 11.25 | 7.62 | 5.73 | 4.30 | … | … | 20.43 | 10.10 | 4.34 | 3.86 | 0.28 | 3.30 | 0.35 | 0.00 | 0.23 | 3.89 | 11.40 | 0.00 |
Data as of 10/13/2016, Common starting date is 03/24/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPFIX (WESTPORT FUND WESTPORT FUND CLASS I) |
-8.11%
Feb 2006 – Feb 2009 |
1.96%
Aug 2005 – Aug 2010 |
7.21%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPFIX (WESTPORT FUND WESTPORT FUND CLASS I) |
26.98%
Feb 2009 – Feb 2012 |
22.24%
Feb 2009 – Feb 2014 |
9.37%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart