Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPSMX (WP SMALLER COMPANIES INCOME PLUS FUND INSTITUTIONAL CLASS SHARES) | NA | -45.50% | -22.95% | -11.14% | NA | NA | NA | … | … |
Data as of 12/14/2022, Common starting date is 01/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPSMX (WP SMALLER COMPANIES INCOME PLUS FUND INSTITUTIONAL CLASS SHARES) | 01/15/2016 | 12/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -45.50 | -22.95 | -11.14 | NA | NA | NA | … | … | -48.87 | -14.17 | 3.64 | 46.95 | -19.38 | 13.15 | 16.98 |
| Sharpe Ratio | NA | -0.97 | -0.45 | -0.27 | NA | NA | NA | … | … | -1.07 | -0.43 | 0.05 | 1.81 | -0.71 | 1.03 | 1.38 |
| Standard Deviation(%) | NA | 48.37 | 51.99 | 43.82 | NA | NA | NA | … | … | 48.55 | 33.14 | 68.93 | 25.11 | 29.09 | 12.23 | 12.61 |
| Draw Down(%) | NA | 52.78 | 67.48 | 67.48 | NA | NA | NA | … | … | 52.78 | 39.17 | 65.36 | 13.01 | 41.84 | 7.00 | 6.49 |
| Yield(%) | 0.00 | 0.00 | 0.05 | 0.49 | 0.32 | 0.21 | 0.16 | … | … | 0.00 | 0.00 | 0.14 | 0.00 | 0.00 | 2.55 | 0.00 |
Data as of 12/14/2022, Common starting date is 01/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPSMX (WP SMALLER COMPANIES INCOME PLUS FUND INSTITUTIONAL CLASS SHARES) |
-22.36%
Jun 2019 – Jun 2022 |
-12.15%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPSMX (WP SMALLER COMPANIES INCOME PLUS FUND INSTITUTIONAL CLASS SHARES) |
13.97%
Feb 2018 – Feb 2021 |
13.41%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart