Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPVIX (PARTNERS VALUE FUND PARTNERS VALUE FUND – INSTITUTIONAL CLASS) | -3.54% | -3.08% | 9.10% | 2.75% | 6.93% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPVIX (PARTNERS VALUE FUND PARTNERS VALUE FUND – INSTITUTIONAL CLASS) | 08/01/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.10 | -3.08 | 9.10 | 2.75 | 6.93 | NA | NA | … | … | -3.54 | 3.34 | 15.88 | 18.04 | -21.13 | 23.92 | 7.76 | 33.61 | -11.31 | 11.73 | 6.45 | -9.00 | 5.36 |
| Sharpe Ratio | NA | -0.33 | 0.45 | 0.03 | 0.30 | NA | NA | … | … | -0.59 | 0.03 | 0.96 | 0.99 | -0.92 | 1.68 | 0.20 | 2.33 | -0.79 | 1.56 | 0.45 | -0.72 | 1.38 |
| Standard Deviation(%) | NA | 13.05 | 14.55 | 17.13 | 18.71 | NA | NA | … | … | 14.60 | 17.19 | 12.78 | 14.70 | 24.60 | 14.21 | 36.65 | 13.80 | 16.21 | 7.12 | 13.76 | 12.60 | 9.70 |
| Draw Down(%) | NA | 13.40 | 14.68 | 28.32 | 39.62 | NA | NA | … | … | 13.40 | 13.34 | 6.54 | 13.32 | 27.51 | 7.44 | 39.62 | 8.31 | 22.79 | 3.90 | 10.89 | 14.95 | 6.86 |
| Yield(%) | 0.00 | 8.22 | 6.99 | 5.60 | 6.66 | 4.74 | 3.55 | … | … | 0.00 | 8.48 | 8.15 | 2.02 | 5.28 | 7.72 | 10.29 | 8.62 | 7.39 | 2.50 | 0.00 | 11.15 | 2.82 |
Data as of 06/04/2026, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPVIX (PARTNERS VALUE FUND PARTNERS VALUE FUND – INSTITUTIONAL CLASS) |
-2.85%
Mar 2017 – Mar 2020 |
-1.75%
Mar 2015 – Mar 2020 |
5.90%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPVIX (PARTNERS VALUE FUND PARTNERS VALUE FUND – INSTITUTIONAL CLASS) |
21.29%
Dec 2018 – Dec 2021 |
14.52%
Mar 2020 – Mar 2025 |
8.34%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart