Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSCVX (WALTHAUSEN SMALL CAP VALUE FUND WALTHAUSEN SMALL CAP VALUE FUND) | 22.84% | 46.08% | 20.83% | 10.59% | 10.84% | 10.70% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/18/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSCVX (WALTHAUSEN SMALL CAP VALUE FUND WALTHAUSEN SMALL CAP VALUE FUND) | 05/18/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 46.08 | 20.83 | 10.59 | 10.84 | 10.70 | NA | … | … | 22.84 | 13.80 | 11.70 | 11.33 | -9.99 | 37.38 | -0.09 | 20.71 | -19.14 | 10.61 | 31.01 | -12.54 | 3.92 | 35.23 | 32.12 | -5.94 | 41.87 | 39.07 |
| Sharpe Ratio | NA | 2.43 | 0.86 | 0.38 | 0.40 | NA | NA | … | … | 3.31 | 0.51 | 0.40 | 0.39 | -0.48 | 1.77 | -0.01 | 1.14 | -1.23 | 0.74 | 1.63 | -0.75 | 0.24 | 2.22 | 1.84 | -0.18 | 1.70 | 2.83 |
| Standard Deviation(%) | NA | 17.53 | 20.04 | 20.73 | 22.90 | NA | NA | … | … | 17.37 | 21.39 | 20.30 | 19.67 | 23.63 | 21.09 | 44.05 | 16.81 | 16.76 | 13.42 | 18.88 | 16.87 | 16.17 | 15.82 | 17.55 | 32.98 | 24.59 | 24.40 |
| Draw Down(%) | NA | 8.96 | 22.91 | 22.91 | 46.76 | NA | NA | … | … | 8.96 | 20.60 | 10.28 | 15.82 | 22.63 | 9.45 | 42.95 | 13.30 | 27.61 | 7.39 | 14.77 | 16.83 | 14.02 | 7.39 | 13.69 | 29.21 | 18.36 | 10.05 |
| Yield(%) | 0.00 | 13.90 | 12.42 | 12.21 | 10.64 | 11.27 | 16.83 | … | … | 0.00 | 13.34 | 14.29 | 9.22 | 14.47 | 38.08 | 0.95 | 2.42 | 10.08 | 5.18 | 3.75 | 8.28 | 12.88 | 6.10 | 4.81 | 1.37 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/18/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSCVX (WALTHAUSEN SMALL CAP VALUE FUND WALTHAUSEN SMALL CAP VALUE FUND) |
-10.24%
Mar 2017 – Mar 2020 |
-4.10%
Mar 2015 – Mar 2020 |
4.82%
Oct 2013 – Oct 2023 |
8.62%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSCVX (WALTHAUSEN SMALL CAP VALUE FUND WALTHAUSEN SMALL CAP VALUE FUND) |
26.91%
Jun 2009 – Jun 2012 |
28.19%
Jun 2009 – Jun 2014 |
14.73%
Jun 2009 – Jun 2019 |
12.83%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart