Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSBEX (WRIGHT SELECTED BLUE CHIP EQUITIES FUND WRIGHT SELECTED BLUE CHIP EQUITIES FUND) | NA | 8.63% | 4.10% | 8.82% | 8.50% | 10.01% | 6.24% | … | … |
Data as of 05/04/2018, Common starting date is 03/31/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSBEX (WRIGHT SELECTED BLUE CHIP EQUITIES FUND WRIGHT SELECTED BLUE CHIP EQUITIES FUND) | 03/31/1983 | 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 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.63 | 4.10 | 8.82 | 8.50 | 10.01 | 6.24 | … | … | -3.29 | 16.46 | 5.98 | -0.22 | 7.91 | 39.82 | 16.02 | -1.15 | 24.53 | 38.61 | -39.81 | 11.59 | 3.77 | 14.76 | 15.73 | 30.06 | -16.98 | -10.15 | 10.75 | 5.75 | 0.14 | 32.70 | 18.57 | 23.06 | -6.00 | 2.06 | -12.81 | 26.11 | -7.89 | 13.97 | 15.79 | -11.70 | 6.44 | 27.25 | -0.86 | 10.69 |
| Sharpe Ratio | NA | 0.61 | 0.25 | 0.54 | 0.35 | NA | NA | … | … | -0.62 | 1.54 | 0.36 | -0.02 | 0.36 | 3.03 | 1.06 | -0.04 | 1.16 | 1.23 | -0.94 | 0.48 | 0.02 | 0.93 | 1.08 | 1.90 | -0.72 | -0.61 | 0.25 | 0.17 | -0.18 | 2.36 | 1.60 | 2.36 | -1.14 | -0.01 | -0.76 | 1.66 | -0.98 | 0.64 | 0.83 | -0.59 | 0.12 | 1.96 | -0.58 | 0.85 |
| Standard Deviation(%) | NA | 12.62 | 14.59 | 16.13 | 23.31 | NA | NA | … | … | 17.04 | 10.29 | 16.03 | 15.64 | 22.15 | 13.15 | 15.13 | 26.99 | 21.07 | 31.32 | 43.48 | 17.69 | 14.96 | 13.50 | 13.69 | 15.41 | 25.03 | 21.06 | 26.54 | 14.16 | 18.44 | 12.26 | 9.24 | 8.08 | 7.95 | 7.49 | 19.91 | 13.29 | 13.62 | 12.43 | 13.07 | 26.82 | 16.54 | 11.10 | 13.47 | 9.36 |
| Draw Down(%) | NA | 10.47 | 20.84 | 20.84 | 55.06 | NA | NA | … | … | 10.47 | 5.10 | 12.86 | 11.52 | 11.58 | 6.28 | 13.12 | 25.96 | 16.88 | 27.69 | 53.10 | 13.10 | 14.06 | 8.06 | 11.21 | 13.31 | 31.13 | 29.10 | 13.24 | 10.89 | 31.12 | 8.67 | 8.35 | 6.10 | 9.34 | 5.49 | 17.64 | 7.10 | 18.43 | 12.57 | 8.18 | 36.20 | 9.68 | 6.81 | 10.67 | 2.97 |
| Yield(%) | 0.00 | 15.09 | 8.04 | 11.36 | 8.84 | 11.17 | 5.79 | … | … | 8.13 | 9.01 | 2.54 | 10.32 | 17.79 | 15.06 | 3.81 | 0.00 | 0.63 | 0.00 | 8.28 | 20.30 | 9.51 | 15.88 | 4.22 | 1.40 | 3.77 | 3.60 | 22.28 | 18.83 | 7.98 | 21.86 | 12.97 | 1.45 | 1.22 | 1.15 | 1.17 | 1.82 | 2.06 | 2.27 | 2.21 | 2.43 | 2.40 | 3.89 | 4.25 | 2.61 |
Data as of 05/04/2018, Common starting date is 03/31/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSBEX (WRIGHT SELECTED BLUE CHIP EQUITIES FUND WRIGHT SELECTED BLUE CHIP EQUITIES FUND) |
-17.18%
Feb 2006 – Feb 2009 |
-5.82%
Feb 2004 – Feb 2009 |
-0.66%
Feb 1999 – Feb 2009 |
2.77%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSBEX (WRIGHT SELECTED BLUE CHIP EQUITIES FUND WRIGHT SELECTED BLUE CHIP EQUITIES FUND) |
31.92%
Feb 2009 – Feb 2012 |
27.32%
Feb 2009 – Feb 2014 |
11.25%
Mar 2003 – Mar 2013 |
10.90%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart