Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSCDX (INTRINSIC SMALL CAP VALUE FUND CLASS C) | NA | -1.10% | -17.39% | -7.05% | -1.34% | 4.95% | NA | … | … |
Data as of 04/03/2024, Common starting date is 04/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSCDX (INTRINSIC SMALL CAP VALUE FUND CLASS C) | 04/01/2008 | 04/03/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.10 | -17.39 | -7.05 | -1.34 | 4.95 | NA | … | … | 0.95 | 33.54 | 21.20 | -8.83 | 19.00 | 24.53 | -27.79 |
| Sharpe Ratio | NA | 0.37 | 1.26 | 0.58 | NA | NA | NA | … | … | 0.07 | 2.49 | 1.22 | -0.27 | 0.81 | 0.74 | -0.82 |
| Standard Deviation(%) | NA | 13.05 | 15.10 | 21.53 | NA | NA | NA | … | … | 13.13 | 13.47 | 17.45 | 32.70 | 23.40 | 33.01 | 43.57 |
| Draw Down(%) | NA | 11.80 | 15.04 | 32.21 | NA | NA | NA | … | … | 11.80 | 6.50 | 15.04 | 32.21 | 24.31 | 31.16 | 47.39 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.01 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.24 | 0.00 | 0.00 |
Data as of 04/03/2024, Common starting date is 04/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSCDX (INTRINSIC SMALL CAP VALUE FUND CLASS C) |
-16.71%
Mar 2021 – Mar 2024 |
-9.18%
May 2018 – May 2023 |
-1.74%
Oct 2013 – Oct 2023 |
1.50%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSCDX (INTRINSIC SMALL CAP VALUE FUND CLASS C) |
23.28%
Sep 2011 – Sep 2014 |
22.05%
Feb 2009 – Feb 2014 |
13.38%
Feb 2009 – Feb 2019 |
6.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart