Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WPVLX (PARTNERS VALUE FUND PARTNERS VALUE FUND - INVESTOR CLASS) | 0.43% | 5.26% | 2.77% | 4.92% | 2.26% | 5.95% | 5.02% | 8.11% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPVLX (PARTNERS VALUE FUND PARTNERS VALUE FUND - INVESTOR CLASS) | 12/29/1983 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 12/29/1983.
AR inception is since 12/29/1983.
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.25 | 5.26 | 2.77 | 4.92 | 2.26 | 5.95 | 5.02 | 8.11 | 0.43 | 7.64 | 15.66 | -26.47 | 15.69 | -3.73 | 33.31 | -11.48 | 11.45 | 6.22 | -9.19 | 7.92 | 30.87 | 17.92 | 3.64 | 27.49 | 31.30 | -38.06 | -8.54 | 22.59 | -2.42 | 15.00 | 25.64 | -16.14 | -0.84 | 21.14 | 22.02 | 29.12 | 40.85 | 19.07 | 28.14 | -17.20 | 11.73 | 10.89 | 15.65 | -6.10 | 10.51 | 11.94 | -0.53 | 1.70 | 29.87 | 10.18 | -1.99 |
| Sharpe Ratio | NA | -0.06 | -0.08 | 0.12 | 0.03 | NA | NA | 0.35 | -0.07 | 0.07 | 0.79 | -1.08 | 1.03 | -0.10 | 2.31 | -0.80 | 1.52 | 0.44 | -0.73 | 0.88 | 3.68 | 1.60 | 0.16 | 1.70 | 1.13 | -1.07 | -0.81 | 2.24 | -0.61 | 1.70 | 1.67 | -0.80 | -0.23 | 1.03 | 1.87 | 1.56 | 2.74 | 1.40 | 2.00 | -1.46 | 0.79 | 1.11 | 1.07 | -0.90 | 0.44 | 1.36 | -0.39 | -0.18 | 1.56 | 0.29 | NA |
| Standard Deviation(%) | NA | 18.68 | 19.16 | 19.36 | 19.32 | NA | NA | 16.20 | 24.28 | 14.19 | 14.65 | 25.82 | 15.23 | 37.67 | 13.80 | 16.12 | 7.15 | 13.71 | 12.59 | 9.00 | 8.38 | 11.29 | 22.50 | 16.13 | 27.74 | 36.49 | 14.24 | 8.68 | 7.48 | 8.28 | 14.95 | 21.46 | 13.75 | 16.59 | 10.07 | 16.55 | 13.55 | 11.05 | 12.16 | 13.80 | 12.10 | 7.57 | 11.06 | 12.60 | 10.79 | 5.34 | 11.68 | 13.60 | 15.84 | 11.87 | 0.00 |
| Draw Down(%) | NA | 20.65 | 20.65 | 34.93 | 39.62 | NA | NA | 59.01 | 13.35 | 12.74 | 13.33 | 28.15 | 11.01 | 39.62 | 8.32 | 22.94 | 3.92 | 10.89 | 15.07 | 6.89 | 3.14 | 7.45 | 19.67 | 13.81 | 24.87 | 51.75 | 18.65 | 4.64 | 7.70 | 6.61 | 13.40 | 32.91 | 16.01 | 10.73 | 5.88 | 24.96 | 11.37 | 9.03 | 8.29 | 18.68 | 8.34 | 1.85 | 5.97 | 13.98 | 8.49 | 1.91 | 12.74 | 9.94 | 8.56 | 4.32 | 1.99 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.59 | 3.62 | 3.73 | 12.68 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.72 | 7.45 | 2.51 | 0.00 | 11.16 | 3.42 | 0.00 | 0.00 | 1.45 | 0.00 | 0.09 | 0.11 | 10.63 | 14.49 | 2.33 | 3.66 | 0.31 | 1.77 | 2.23 | 12.68 | 7.79 | 13.06 | 4.65 | 8.13 | 2.87 | 0.00 | 0.00 | 1.35 | 2.49 | 1.91 | 4.02 | 3.56 | 2.33 | 2.27 | 2.34 | 2.15 | 1.23 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPVLX (PARTNERS VALUE FUND PARTNERS VALUE FUND - INVESTOR CLASS) |
-15.28%
Feb 2006 - Feb 2009 |
-8.06%
Feb 2004 - Feb 2009 |
0.19%
Feb 1999 - Feb 2009 |
3.61%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPVLX (PARTNERS VALUE FUND PARTNERS VALUE FUND - INVESTOR CLASS) |
34.96%
Jul 1996 - Jul 1999 |
27.63%
Dec 1994 - Dec 1999 |
17.29%
Dec 1994 - Dec 2004 |
13.26%
Jul 1984 - Jul 1999 |
Annualized Rolling Returns Comparison Chart