Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
WRAAX (WILMINGTON GLOBAL ALPHA EQUITIES FUND CLASS A SHARES) | 5.43% | 7.53% | 7.17% | 4.92% | 3.35% | NA | NA | 3.66% |
Data as of 08/01/2025, AR inception is 01/13/2012
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
WRAAX (WILMINGTON GLOBAL ALPHA EQUITIES FUND CLASS A SHARES) | 01/13/2012 | 08/01/2025 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -1.23 | 7.53 | 7.17 | 4.92 | 3.35 | NA | NA | 3.66 | 5.43 | 7.53 | 7.39 | -3.51 | 6.11 | -0.62 | 12.01 | -2.93 | 9.54 | 0.43 | -2.94 | 0.37 | 7.47 | 2.89 |
Sharpe Ratio | NA | 0.57 | 0.59 | 0.45 | 0.25 | NA | NA | 0.32 | 0.71 | 0.21 | 0.64 | -0.59 | 1.28 | -0.05 | 2.60 | -0.62 | 2.67 | 0.05 | -0.48 | 0.09 | 0.52 | 1.16 |
Standard Deviation(%) | NA | 7.71 | 6.47 | 6.36 | 7.52 | NA | NA | 7.69 | 9.19 | 4.56 | 4.92 | 8.35 | 4.75 | 15.98 | 4.07 | 6.91 | 3.35 | 4.56 | 6.21 | 3.80 | 14.27 | 2.56 |
Draw Down(%) | NA | 5.00 | 6.02 | 9.40 | 15.38 | NA | NA | 15.38 | 5.00 | 2.36 | 3.32 | 9.32 | 2.61 | 15.38 | 1.72 | 6.46 | 0.91 | 5.12 | 7.12 | 4.20 | 9.62 | 2.02 |
Yield(%) | 0.00 | 1.47 | 1.90 | 1.36 | 1.28 | 1.20 | 0.90 | 1.39 | 0.00 | 1.55 | 1.36 | 2.62 | 0.49 | 0.49 | 1.23 | 1.14 | 1.18 | 0.24 | 2.20 | 1.55 | 1.29 | 0.89 |
Data as of 08/01/2025, AR inception is 01/13/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
WRAAX (WILMINGTON GLOBAL ALPHA EQUITIES FUND CLASS A SHARES) |
-1.12%
Jul 2013 - Jul 2016 |
0.29%
Mar 2015 - Mar 2020 |
1.79%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
WRAAX (WILMINGTON GLOBAL ALPHA EQUITIES FUND CLASS A SHARES) |
7.80%
Jun 2022 - Jun 2025 |
5.83%
Mar 2020 - Mar 2025 |
3.53%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart