Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/13/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WPOPX (PARTNERS III OPPORTUNITY FUND PARTNERS III OPPORTUNITY FUND - INSTITUTIONAL CLASS) | 0.83% | 3.50% | 0.11% | -0.65% | 0.67% | 4.93% | NA | 3.98% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPOPX (PARTNERS III OPPORTUNITY FUND PARTNERS III OPPORTUNITY FUND - INSTITUTIONAL CLASS) | 01/06/2006 | 05/13/2025 |
The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 01/06/2006.
AR inception is since 01/06/2006.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.21 | 3.50 | 0.11 | -0.65 | 0.67 | 4.93 | NA | 3.98 | 0.83 | 8.89 | 9.64 | -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 | -0.29 | -0.24 | -0.26 | -0.08 | NA | NA | 0.15 | -0.36 | 0.17 | 0.37 | -1.22 | 0.02 | -0.13 | 2.08 | -0.51 | 0.71 | 0.54 | -0.68 | 0.54 | 4.20 | 1.16 | 0.26 | 2.28 | 1.64 | -1.17 | -1.43 | 0.88 |
| Standard Deviation(%) | NA | 18.28 | 18.68 | 18.18 | 17.03 | NA | NA | 17.24 | 24.14 | 13.19 | 14.56 | 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 | 19.86 | 23.72 | 39.24 | 39.24 | NA | NA | 58.03 | 14.79 | 10.50 | 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 | 0.02 | 0.04 | 0.02 | 2.79 | 4.43 | 3.40 | 3.58 | 0.00 | 0.02 | 0.11 | 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 |
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 |
-3.69%
Dec 2019 - Dec 2024 |
0.15%
Apr 2015 - Apr 2025 |
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 |
8.86%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart