Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPLCX (WP LARGE CAP INCOME PLUS FUND INSTITUTIONAL CLASS SHARES) | 11.26% | 28.59% | 20.66% | 5.45% | 8.19% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/14/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPLCX (WP LARGE CAP INCOME PLUS FUND INSTITUTIONAL CLASS SHARES) | 10/14/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.82 | 28.59 | 20.66 | 5.45 | 8.19 | NA | NA | … | … | 11.26 | 18.21 | 19.35 | 25.92 | -35.46 | 22.55 | -22.55 | 52.08 | -16.58 | 23.73 | 18.78 | -0.13 | -5.20 | 2.00 |
| Sharpe Ratio | NA | 1.52 | 0.94 | 0.11 | 0.20 | NA | NA | … | … | 1.07 | 0.69 | 1.01 | 1.43 | -0.88 | 0.84 | -0.31 | 2.42 | -0.66 | 2.63 | 0.82 | -0.01 | -0.43 | 2.70 |
| Standard Deviation(%) | NA | 16.92 | 18.61 | 26.02 | 32.32 | NA | NA | … | … | 22.12 | 22.59 | 15.54 | 15.72 | 42.05 | 26.93 | 73.08 | 20.90 | 27.19 | 8.81 | 22.62 | 25.50 | 12.13 | 3.58 |
| Draw Down(%) | NA | 13.68 | 23.09 | 43.93 | 66.21 | NA | NA | … | … | 13.68 | 23.09 | 12.34 | 10.64 | 43.93 | 15.66 | 66.21 | 9.44 | 32.57 | 3.25 | 23.03 | 20.00 | 14.69 | 1.19 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.06 | 0.96 | 0.64 | 0.48 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.35 | 0.57 | 3.55 | 0.09 | 3.05 | 0.22 | 0.19 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/14/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPLCX (WP LARGE CAP INCOME PLUS FUND INSTITUTIONAL CLASS SHARES) |
-15.07%
Dec 2019 – Dec 2022 |
-5.08%
Sep 2017 – Sep 2022 |
2.93%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPLCX (WP LARGE CAP INCOME PLUS FUND INSTITUTIONAL CLASS SHARES) |
22.86%
Feb 2023 – Feb 2026 |
15.31%
Mar 2020 – Mar 2025 |
9.71%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart