Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WQCEX (WRIGHT MAJOR BLUE CHIP EQUITIES FUND WRIGHT MAJOR BLUE CHIP EQUITIES FUND) | NA | 15.76% | 9.49% | 12.28% | 6.91% | 7.76% | 3.95% | … | … |
Data as of 05/04/2018, Common starting date is 09/30/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WQCEX (WRIGHT MAJOR BLUE CHIP EQUITIES FUND WRIGHT MAJOR BLUE CHIP EQUITIES FUND) | 09/30/1985 | 05/04/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.76 | 9.49 | 12.28 | 6.91 | 7.76 | 3.95 | … | … | -1.74 | 27.98 | 9.44 | -2.91 | 13.04 | 35.02 | 4.24 | 0.08 | 13.19 | 17.83 | -34.85 | 5.96 | 11.57 | 6.20 | 12.36 | 23.20 | -24.50 | -17.83 | -11.48 | 23.66 | 13.73 | -3.45 | -1.10 | 12.46 | -9.20 | -3.82 | -8.13 | 38.90 | -2.89 | 8.61 | 10.94 | -22.64 | 15.57 | 16.73 |
| Sharpe Ratio | NA | 1.23 | 0.68 | 0.94 | 0.32 | NA | NA | … | … | -0.34 | 3.73 | 0.71 | -0.18 | 1.05 | 3.12 | 0.29 | 0.00 | 0.72 | 0.68 | -0.85 | 0.17 | 0.72 | 0.36 | 0.98 | 1.35 | -1.06 | -0.95 | -0.68 | 1.24 | 0.50 | -0.24 | -0.22 | 0.56 | -1.01 | -0.60 | -0.56 | 2.31 | -0.56 | 0.18 | 0.45 | -0.73 | 0.93 | 9.12 |
| Standard Deviation(%) | NA | 12.08 | 13.32 | 12.88 | 20.80 | NA | NA | … | … | 17.91 | 7.37 | 13.04 | 16.19 | 12.37 | 11.22 | 14.65 | 25.42 | 18.29 | 26.22 | 41.74 | 17.32 | 11.52 | 11.28 | 11.63 | 16.64 | 24.13 | 21.57 | 22.77 | 16.55 | 20.85 | 29.16 | 20.35 | 15.48 | 12.06 | 9.73 | 18.62 | 15.17 | 14.59 | 15.76 | 14.00 | 36.49 | 12.23 | 8.66 |
| Draw Down(%) | NA | 9.23 | 15.38 | 15.38 | 49.85 | NA | NA | … | … | 9.23 | 2.52 | 10.19 | 12.04 | 8.29 | 5.05 | 14.74 | 22.19 | 16.62 | 28.07 | 46.95 | 10.85 | 9.61 | 7.90 | 8.46 | 12.50 | 30.30 | 30.70 | 18.86 | 8.95 | 20.57 | 21.66 | 18.51 | 14.36 | 11.37 | 6.59 | 16.40 | 5.56 | 21.91 | 17.01 | 8.18 | 46.82 | 10.58 | 2.20 |
| Yield(%) | 0.00 | 4.69 | 4.67 | 4.10 | 2.45 | 2.74 | 1.78 | … | … | 3.61 | 0.73 | 8.61 | 0.95 | 0.90 | 0.76 | 0.71 | 0.00 | 0.48 | 1.38 | 0.81 | 0.65 | 0.52 | 0.75 | 0.48 | 0.31 | 0.19 | 0.00 | 3.71 | 4.38 | 0.00 | 0.00 | 0.51 | 1.41 | 1.27 | 1.20 | 1.09 | 1.78 | 1.75 | 2.09 | 1.86 | 2.05 | 2.16 | 0.41 |
Data as of 05/04/2018, Common starting date is 09/30/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WQCEX (WRIGHT MAJOR BLUE CHIP EQUITIES FUND WRIGHT MAJOR BLUE CHIP EQUITIES FUND) |
-19.13%
Mar 2000 – Mar 2003 |
-8.28%
Sep 1997 – Sep 2002 |
-4.85%
Feb 1999 – Feb 2009 |
-2.98%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WQCEX (WRIGHT MAJOR BLUE CHIP EQUITIES FUND WRIGHT MAJOR BLUE CHIP EQUITIES FUND) |
22.39%
Feb 2009 – Feb 2012 |
18.64%
Feb 2009 – Feb 2014 |
8.10%
Feb 2008 – Feb 2018 |
8.86%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart