Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WR (Westar Energy Inc) | NA | 3.22% | 18.58% | 15.24% | 13.29% | 13.13% | 6.92% | … | … |
Data as of 06/04/2018, Common starting date is 08/25/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WR (Westar Energy Inc) | 08/25/1987 | 06/04/2018 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.91 | 3.22 | 18.58 | 15.24 | 13.29 | 13.13 | 6.92 | … | … | 3.83 | -5.39 | 36.78 | 6.89 | 33.21 | 17.42 | 4.11 | 20.08 | 22.26 | 13.03 | -16.65 | 4.20 | 26.11 | -2.22 | 17.37 | 114.47 | -37.21 | -26.39 | 58.37 | -44.25 | -18.27 | 48.27 | -1.02 | 24.33 | -12.15 | 17.00 | 18.67 | 43.38 | -7.30 | 16.60 | 8.58 | -10.88 |
| Sharpe Ratio | NA | 0.12 | 1.07 | 0.91 | 0.63 | NA | NA | … | … | 0.43 | -0.44 | 2.27 | 0.33 | 2.31 | 1.20 | 0.34 | 1.06 | 1.27 | 0.51 | -0.44 | 0.05 | 1.48 | -0.27 | 0.97 | 4.94 | -0.79 | -0.84 | 1.55 | -1.97 | -1.06 | 3.09 | -0.36 | 1.66 | -0.87 | 1.11 | 1.16 | 2.63 | -0.62 | 0.88 | 0.24 | -0.64 |
| Standard Deviation(%) | NA | 15.71 | 16.98 | 16.46 | 20.62 | NA | NA | … | … | 19.00 | 13.79 | 16.04 | 20.49 | 14.39 | 14.49 | 11.95 | 18.92 | 17.41 | 25.18 | 39.91 | 21.92 | 15.47 | 16.58 | 17.01 | 23.04 | 48.52 | 34.87 | 35.14 | 24.12 | 20.46 | 14.43 | 12.46 | 12.35 | 17.34 | 13.40 | 13.90 | 15.00 | 20.16 | 12.38 | 16.46 | 50.24 |
| Draw Down(%) | NA | 14.34 | 14.37 | 20.85 | 35.59 | NA | NA | … | … | 8.43 | 12.78 | 7.87 | 20.85 | 10.25 | 12.37 | 10.13 | 17.43 | 10.24 | 26.96 | 31.69 | 18.10 | 6.71 | 13.62 | 13.79 | 8.12 | 50.40 | 36.98 | 14.63 | 44.66 | 21.53 | 4.67 | 15.26 | 8.08 | 22.78 | 9.80 | 12.15 | 5.97 | 15.50 | 6.59 | 10.78 | 25.91 |
| Yield(%) | 0.71 | 3.76 | 4.74 | 4.97 | 5.89 | 7.77 | 3.40 | … | … | 1.51 | 2.85 | 3.59 | 3.50 | 4.41 | 4.62 | 4.66 | 5.03 | 5.68 | 5.80 | 4.56 | 4.08 | 4.63 | 4.08 | 3.94 | 7.60 | 6.76 | 4.73 | 8.70 | 6.45 | 5.03 | 6.77 | 6.04 | 7.00 | 5.72 | 6.09 | 6.67 | 7.41 | 7.20 | 7.65 | 7.24 | 3.14 |
Data as of 06/04/2018, Common starting date is 08/25/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WR (Westar Energy Inc) |
-20.56%
Sep 1998 – Sep 2001 |
-19.72%
Dec 1997 – Dec 2002 |
-4.58%
Dec 1992 – Dec 2002 |
0.94%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WR (Westar Energy Inc) |
40.28%
Sep 2002 – Sep 2005 |
26.46%
Dec 2002 – Dec 2007 |
17.02%
Sep 2002 – Sep 2012 |
16.65%
Dec 2002 – Dec 2017 |
Annualized Rolling Returns Comparison Chart