Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRESX (RESEARCH FUND RESEARCH FUND) | NA | 13.12% | 3.26% | 8.60% | NA | NA | NA | … | … |
Data as of 06/29/2017, Common starting date is 01/04/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRESX (RESEARCH FUND RESEARCH FUND) | 01/04/2011 | 06/29/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 13.12 | 3.26 | 8.60 | NA | NA | NA | … | … | 5.44 | 9.69 | -9.61 | 7.46 | 39.03 | 5.74 | 4.05 |
| Sharpe Ratio | NA | 1.46 | 0.24 | 0.68 | NA | NA | NA | … | … | 1.59 | 0.63 | -0.64 | 0.65 | 3.81 | 0.49 | 0.19 |
| Standard Deviation(%) | NA | 8.75 | 13.51 | 12.49 | NA | NA | NA | … | … | 6.82 | 14.92 | 15.04 | 11.54 | 10.22 | 11.63 | 21.17 |
| Draw Down(%) | NA | 5.54 | 24.27 | 24.27 | NA | NA | NA | … | … | 3.14 | 10.12 | 18.34 | 7.74 | 3.67 | 10.81 | 15.94 |
| Yield(%) | 0.00 | 0.00 | 6.44 | 8.35 | 5.22 | 3.48 | 2.61 | … | … | 0.00 | 0.00 | 12.12 | 15.52 | 3.97 | 8.98 | 5.19 |
Data as of 06/29/2017, Common starting date is 01/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRESX (RESEARCH FUND RESEARCH FUND) |
2.14%
Dec 2013 – Dec 2016 |
7.24%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRESX (RESEARCH FUND RESEARCH FUND) |
17.82%
Sep 2011 – Sep 2014 |
11.40%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart