Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WPSCX (WESTPORT SELECT CAP FUND WESTPORT SELECT CAP FUND CLASS I) | NA | 7.56% | 4.29% | 9.46% | 6.27% | 7.57% | NA | 8.98% |
Data as of 10/13/2016, AR inception is 06/10/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPSCX (WESTPORT SELECT CAP FUND WESTPORT SELECT CAP FUND CLASS I) | 06/10/1998 | 10/13/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.56 | 4.29 | 9.46 | 6.27 | 7.57 | NA | 8.98 | 10.51 | -11.01 | 7.91 | 37.56 | 5.74 | -1.71 | 24.11 | 29.19 | -32.48 | 6.72 | 12.66 | 8.84 | 10.69 | 32.55 | -15.05 | 6.84 | 10.79 | 45.12 | 2.25 |
| Sharpe Ratio | NA | 0.39 | 0.27 | 0.55 | 0.27 | NA | NA | 0.39 | 0.69 | -0.67 | 0.53 | 2.88 | 0.34 | -0.06 | 1.24 | 1.18 | -0.97 | 0.24 | 0.81 | 0.60 | 0.74 | 2.06 | -0.74 | 0.25 | 0.31 | 2.83 | 0.03 |
| Standard Deviation(%) | NA | 18.99 | 16.60 | 17.00 | 21.23 | NA | NA | 19.46 | 19.49 | 16.52 | 14.88 | 13.02 | 17.02 | 27.30 | 19.32 | 24.70 | 34.42 | 15.27 | 11.65 | 11.11 | 13.12 | 15.48 | 21.95 | 18.36 | 21.67 | 14.80 | 24.58 |
| Draw Down(%) | NA | 20.78 | 29.05 | 29.05 | 49.54 | NA | NA | 49.54 | 16.33 | 17.34 | 10.82 | 5.20 | 15.51 | 27.25 | 22.07 | 19.59 | 46.52 | 9.12 | 9.99 | 6.22 | 13.47 | 13.58 | 29.31 | 19.62 | 11.54 | 9.44 | 32.46 |
| Yield(%) | 0.00 | 58.02 | 25.83 | 21.37 | 12.14 | 12.95 | 15.29 | 16.99 | 51.72 | 16.21 | 22.43 | 20.28 | 21.56 | 6.31 | 0.18 | 1.74 | 0.00 | 11.35 | 10.76 | 8.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/13/2016, AR inception is 06/10/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPSCX (WESTPORT SELECT CAP FUND WESTPORT SELECT CAP FUND CLASS I) |
-10.58%
Feb 2006 - Feb 2009 |
-2.98%
Feb 2004 - Feb 2009 |
3.82%
Aug 2000 - Aug 2010 |
5.31%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPSCX (WESTPORT SELECT CAP FUND WESTPORT SELECT CAP FUND CLASS I) |
27.93%
Aug 1998 - Aug 2001 |
20.38%
Feb 2009 - Feb 2014 |
13.26%
Aug 1998 - Aug 2008 |
11.29%
Sep 1998 - Sep 2013 |
Annualized Rolling Returns Comparison Chart