Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSCGX (SMALL COMPANY GROWTH FUND INSTITUTIONAL CLASS) | 10.06% | 23.34% | 12.44% | 4.06% | 10.64% | 10.36% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSCGX (SMALL COMPANY GROWTH FUND INSTITUTIONAL CLASS) | 04/03/2008 | 06/04/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 23.34 | 12.44 | 4.06 | 10.64 | 10.36 | NA | … | … | 10.06 | 8.42 | 8.18 | 18.26 | -24.19 | 15.09 | 28.70 | 26.61 | -3.56 | 20.61 | 7.72 | -4.35 | 8.64 | 46.30 | 16.70 | -2.99 | 35.36 | 47.20 | -35.62 |
| Sharpe Ratio | NA | 1.15 | 0.48 | 0.06 | 0.40 | NA | NA | … | … | 0.96 | 0.24 | 0.25 | 0.83 | -0.84 | 0.79 | 0.73 | 1.46 | -0.24 | 1.66 | 0.37 | -0.26 | 0.52 | 3.20 | 0.96 | -0.10 | 1.51 | 1.57 | -1.05 |
| Standard Deviation(%) | NA | 19.09 | 20.15 | 22.25 | 22.80 | NA | NA | … | … | 21.56 | 23.23 | 18.05 | 17.83 | 30.66 | 18.98 | 38.56 | 17.23 | 20.78 | 12.09 | 20.02 | 17.11 | 16.70 | 14.48 | 17.53 | 31.58 | 23.35 | 30.02 | 43.20 |
| Draw Down(%) | NA | 14.37 | 27.10 | 32.58 | 42.74 | NA | NA | … | … | 14.37 | 25.87 | 10.21 | 16.93 | 29.96 | 10.37 | 42.74 | 10.41 | 28.03 | 6.14 | 21.51 | 17.32 | 12.98 | 6.18 | 15.73 | 30.57 | 18.95 | 24.06 | 50.64 |
| Yield(%) | 0.00 | 10.07 | 9.30 | 10.95 | 13.49 | 13.89 | 14.25 | … | … | 0.00 | 9.74 | 12.36 | 5.70 | 6.56 | 40.23 | 16.12 | 9.50 | 7.63 | 0.00 | 0.00 | 0.63 | 4.67 | 7.76 | 0.55 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSCGX (SMALL COMPANY GROWTH FUND INSTITUTIONAL CLASS) |
-2.06%
Apr 2021 – Apr 2024 |
0.49%
Mar 2015 – Mar 2020 |
6.22%
Mar 2015 – Mar 2025 |
9.00%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSCGX (SMALL COMPANY GROWTH FUND INSTITUTIONAL CLASS) |
35.74%
Feb 2009 – Feb 2012 |
31.26%
Feb 2009 – Feb 2014 |
19.16%
Feb 2009 – Feb 2019 |
15.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart