Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPSRX (WESTPORT SELECT CAP FUND WESTPORT SELECT CAP FUND CLASS R) | NA | 7.44% | 4.09% | 9.26% | 6.06% | 7.34% | NA | … | … |
Data as of 10/13/2016, Common starting date is 10/06/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPSRX (WESTPORT SELECT CAP FUND WESTPORT SELECT CAP FUND CLASS R) | 10/06/1998 | 10/13/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.44 | 4.09 | 9.26 | 6.06 | 7.34 | NA | … | … | 10.46 | -11.18 | 7.63 | 37.40 | 5.47 | -1.88 | 23.85 | 28.99 | -32.65 | 6.42 | 12.39 | 8.61 | 10.42 | 32.14 | -15.22 | 6.69 | 10.69 | 44.85 | 35.36 |
| Sharpe Ratio | NA | 0.38 | 0.26 | 0.54 | 0.26 | NA | NA | … | … | 0.68 | -0.68 | 0.51 | 2.86 | 0.32 | -0.07 | 1.23 | 1.17 | -0.97 | 0.21 | 0.78 | 0.57 | 0.72 | 2.03 | -0.74 | 0.24 | 0.30 | 2.81 | 11.00 |
| Standard Deviation(%) | NA | 18.94 | 16.52 | 16.92 | 21.05 | NA | NA | … | … | 19.54 | 16.51 | 14.92 | 13.05 | 17.04 | 27.30 | 19.30 | 24.79 | 34.41 | 15.27 | 11.63 | 11.07 | 13.08 | 15.44 | 21.98 | 18.31 | 21.66 | 14.75 | 23.04 |
| Draw Down(%) | NA | 20.87 | 29.20 | 29.20 | 49.63 | NA | NA | … | … | 16.45 | 17.46 | 10.86 | 5.21 | 15.54 | 27.29 | 22.11 | 19.60 | 46.56 | 9.12 | 10.03 | 6.26 | 13.55 | 13.61 | 29.39 | 19.64 | 11.56 | 9.52 | 7.74 |
| Yield(%) | 0.00 | 62.25 | 26.98 | 22.00 | 12.32 | 12.97 | 20.20 | … | … | 56.47 | 17.36 | 23.63 | 21.16 | 22.26 | 6.49 | 0.20 | 1.78 | 0.00 | 11.46 | 10.67 | 8.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/13/2016, Common starting date is 10/06/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPSRX (WESTPORT SELECT CAP FUND WESTPORT SELECT CAP FUND CLASS R) |
-10.79%
Feb 2006 – Feb 2009 |
-3.21%
Feb 2004 – Feb 2009 |
3.60%
Aug 2000 – Aug 2010 |
5.08%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPSRX (WESTPORT SELECT CAP FUND WESTPORT SELECT CAP FUND CLASS R) |
23.39%
Feb 2009 – Feb 2012 |
20.15%
Feb 2009 – Feb 2014 |
9.71%
Mar 2003 – Mar 2013 |
10.16%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart