Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPOPX (PARTNERS III OPPORTUNITY FUND PARTNERS III OPPORTUNITY FUND – INSTITUTIONAL CLASS) | -2.70% | 0.36% | 8.64% | -2.40% | 2.74% | 4.60% | 4.37% | … | … |
Data as of 06/04/2026, Common starting date is 01/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPOPX (PARTNERS III OPPORTUNITY FUND PARTNERS III OPPORTUNITY FUND – INSTITUTIONAL CLASS) | 01/06/2006 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.49 | 0.36 | 8.64 | -2.40 | 2.74 | 4.60 | 4.37 | … | … | -2.70 | 3.22 | 16.32 | 17.47 | -28.40 | 0.39 | -3.43 | 34.21 | -5.21 | 5.45 | 6.28 | -7.23 | 4.54 | 32.81 | 12.92 | 5.56 | 33.60 | 42.05 | -34.54 | -17.31 | 11.79 |
| Sharpe Ratio | NA | -0.02 | 0.47 | -0.27 | 0.08 | NA | NA | … | … | -0.37 | 0.02 | 1.07 | 1.01 | -1.23 | 0.02 | -0.13 | 2.07 | -0.52 | 0.71 | 0.54 | -0.68 | 0.54 | 4.20 | 1.16 | 0.26 | 2.28 | 1.64 | -1.17 | -1.44 | 0.87 |
| Standard Deviation(%) | NA | 12.18 | 13.96 | 17.14 | 16.93 | NA | NA | … | … | 13.24 | 17.38 | 11.85 | 13.78 | 24.40 | 14.96 | 28.75 | 15.78 | 12.75 | 6.80 | 11.24 | 10.65 | 8.32 | 7.81 | 11.17 | 21.38 | 14.71 | 25.63 | 30.21 | 14.28 | 9.95 |
| Draw Down(%) | NA | 12.44 | 14.79 | 39.24 | 39.24 | NA | NA | … | … | 12.44 | 14.79 | 5.69 | 13.22 | 30.73 | 14.91 | 28.40 | 11.59 | 17.58 | 6.74 | 9.66 | 14.28 | 6.98 | 2.93 | 8.49 | 18.13 | 12.55 | 19.63 | 46.88 | 21.57 | 5.98 |
| Yield(%) | 0.00 | 5.49 | 7.02 | 2.91 | 3.83 | 5.05 | 4.54 | … | … | 0.00 | 5.50 | 7.65 | 7.56 | 0.00 | 0.00 | 0.00 | 8.09 | 6.99 | 4.65 | 1.43 | 11.11 | 3.08 | 2.89 | 7.53 | 2.56 | 0.51 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPOPX (PARTNERS III OPPORTUNITY FUND PARTNERS III OPPORTUNITY FUND – INSTITUTIONAL CLASS) |
-16.86%
Feb 2006 – Feb 2009 |
-2.75%
Mar 2021 – Mar 2026 |
0.62%
Oct 2013 – Oct 2023 |
3.74%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPOPX (PARTNERS III OPPORTUNITY FUND PARTNERS III OPPORTUNITY FUND – INSTITUTIONAL CLASS) |
31.99%
Feb 2009 – Feb 2012 |
26.71%
Feb 2009 – Feb 2014 |
14.06%
Feb 2009 – Feb 2019 |
9.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart