Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSACX (WELLINGTON SHIELDS ALL-CAP FUND INSTITUTIONAL SHARES) | 16.95% | 37.09% | 23.56% | 11.08% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSACX (WELLINGTON SHIELDS ALL-CAP FUND INSTITUTIONAL SHARES) | 01/17/2018 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | 37.09 | 23.56 | 11.08 | NA | NA | NA | … | … | 16.95 | 19.88 | 22.31 | 11.59 | -19.51 | 23.46 | 15.32 | 26.42 | -18.82 |
| Sharpe Ratio | NA | 2.25 | 1.25 | 0.47 | NA | NA | NA | … | … | 2.39 | 0.84 | 1.34 | 0.61 | -0.95 | 1.40 | 0.50 | 2.07 | -1.17 |
| Standard Deviation(%) | NA | 16.16 | 16.72 | 17.67 | NA | NA | NA | … | … | 18.50 | 20.69 | 13.99 | 13.08 | 22.05 | 16.80 | 30.18 | 12.02 | 18.07 |
| Draw Down(%) | NA | 9.56 | 20.79 | 28.52 | NA | NA | NA | … | … | 9.56 | 20.79 | 9.84 | 9.06 | 21.26 | 8.90 | 31.37 | 6.36 | 23.72 |
| Yield(%) | 0.00 | 0.26 | 2.87 | 4.46 | 3.77 | 2.51 | 1.89 | … | … | 0.00 | 0.26 | 5.09 | 2.84 | 6.11 | 10.61 | 0.26 | 8.74 | 5.43 |
Data as of 06/03/2026, Common starting date is 01/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSACX (WELLINGTON SHIELDS ALL-CAP FUND INSTITUTIONAL SHARES) |
1.59%
Oct 2021 – Oct 2024 |
3.92%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSACX (WELLINGTON SHIELDS ALL-CAP FUND INSTITUTIONAL SHARES) |
24.48%
May 2023 – May 2026 |
12.61%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart