Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPINX (WP INCOME PLUS FUND INSTITUTIONAL CLASS SHARES) | NA | -40.20% | -29.86% | -17.60% | NA | NA | NA | … | … |
Data as of 12/14/2022, Common starting date is 01/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPINX (WP INCOME PLUS FUND INSTITUTIONAL CLASS SHARES) | 01/15/2016 | 12/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -40.20 | -29.86 | -17.60 | NA | NA | NA | … | … | -45.01 | 15.20 | -46.09 | 23.96 | -14.37 | 6.96 | 11.04 |
| Sharpe Ratio | NA | -1.05 | -0.79 | -0.59 | NA | NA | NA | … | … | -1.26 | 0.49 | -1.01 | 1.56 | -1.05 | 1.27 | 1.69 |
| Standard Deviation(%) | NA | 39.59 | 38.45 | 31.18 | NA | NA | NA | … | … | 38.00 | 31.05 | 45.62 | 14.43 | 14.98 | 5.00 | 6.67 |
| Draw Down(%) | NA | 51.56 | 69.14 | 69.14 | NA | NA | NA | … | … | 51.56 | 18.81 | 56.37 | 5.41 | 21.99 | 3.77 | 2.94 |
| Yield(%) | 0.00 | 0.32 | 0.72 | 2.59 | 1.87 | 1.24 | 0.93 | … | … | 0.01 | 0.34 | 0.93 | 4.30 | 2.99 | 7.97 | 1.52 |
Data as of 12/14/2022, Common starting date is 01/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPINX (WP INCOME PLUS FUND INSTITUTIONAL CLASS SHARES) |
-31.03%
Sep 2019 – Sep 2022 |
-19.35%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPINX (WP INCOME PLUS FUND INSTITUTIONAL CLASS SHARES) |
6.48%
Feb 2016 – Feb 2019 |
-4.98%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart