Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPOIX (PARTNERS III OPPORTUNITY FUND PARTNERS III OPPORTUNITY FUND – INVESTOR CLASS) | -3.04% | -0.40% | 7.83% | 0.77% | 5.46% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPOIX (PARTNERS III OPPORTUNITY FUND PARTNERS III OPPORTUNITY FUND – INVESTOR CLASS) | 08/02/2011 | 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 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.58 | -0.40 | 7.83 | 0.77 | 5.46 | NA | NA | … | … | -3.04 | 2.46 | 15.44 | 16.66 | -22.91 | 11.90 | 8.80 | 34.09 | -5.80 | 4.98 | 5.70 | -7.56 | 4.27 | 32.38 | 12.69 | 1.10 |
| Sharpe Ratio | NA | -0.08 | 0.41 | -0.09 | 0.26 | NA | NA | … | … | -0.42 | -0.02 | 1.01 | 0.95 | -1.08 | 1.13 | 0.31 | 2.07 | -0.57 | 0.63 | 0.49 | -0.71 | 0.51 | 4.14 | 1.13 | 0.09 |
| Standard Deviation(%) | NA | 12.23 | 13.92 | 15.92 | 16.08 | NA | NA | … | … | 13.46 | 17.27 | 11.75 | 13.78 | 22.61 | 10.51 | 27.32 | 15.78 | 12.70 | 6.87 | 11.21 | 10.65 | 8.29 | 7.82 | 11.27 | 30.45 |
| Draw Down(%) | NA | 12.54 | 14.87 | 29.03 | 29.03 | NA | NA | … | … | 12.54 | 14.87 | 5.68 | 13.21 | 27.81 | 7.33 | 28.49 | 11.65 | 17.68 | 6.91 | 9.73 | 14.45 | 7.10 | 2.94 | 8.65 | 13.27 |
| Yield(%) | 0.00 | 5.60 | 7.39 | 6.42 | 7.28 | 7.76 | 5.82 | … | … | 0.00 | 5.60 | 8.37 | 8.08 | 6.48 | 12.69 | 12.52 | 8.92 | 7.18 | 4.75 | 1.45 | 11.22 | 3.10 | 2.90 | 7.54 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPOIX (PARTNERS III OPPORTUNITY FUND PARTNERS III OPPORTUNITY FUND – INVESTOR CLASS) |
-2.53%
Apr 2021 – Apr 2024 |
0.15%
Dec 2013 – Dec 2018 |
3.39%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPOIX (PARTNERS III OPPORTUNITY FUND PARTNERS III OPPORTUNITY FUND – INVESTOR CLASS) |
18.93%
Sep 2011 – Sep 2014 |
11.04%
Jun 2016 – Jun 2021 |
10.50%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart