Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSEFX (WALDEN EQUITY FUND WALDEN EQUITY FUND) | 9.26% | 27.05% | 14.46% | 8.21% | 11.78% | 11.28% | 9.47% | … | … |
Data as of 06/04/2026, Common starting date is 06/24/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSEFX (WALDEN EQUITY FUND WALDEN EQUITY FUND) | 06/24/1999 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.41 | 27.05 | 14.46 | 8.21 | 11.78 | 11.28 | 9.47 | … | … | 9.26 | 13.26 | 9.78 | 16.31 | -15.67 | 25.55 | 9.69 | 32.30 | -2.54 | 20.76 | 11.80 | -0.48 | 10.03 | 30.07 | 11.17 | 1.19 | 17.24 | 24.53 | -31.35 | 11.29 | 8.77 | 0.92 | 10.06 | 24.45 | -12.95 | -4.25 | 2.16 | 4.02 |
| Sharpe Ratio | NA | 2.08 | 0.84 | 0.35 | 0.58 | NA | NA | … | … | 1.42 | 0.62 | 0.57 | 1.05 | -0.75 | 1.97 | 0.28 | 2.49 | -0.24 | 2.94 | 0.94 | -0.03 | 0.94 | 2.84 | 0.88 | 0.05 | 1.00 | 1.01 | -0.90 | 0.54 | 0.57 | -0.14 | 0.84 | 1.54 | -0.61 | -0.38 | -0.10 | 0.29 |
| Standard Deviation(%) | NA | 11.05 | 13.13 | 15.60 | 17.27 | NA | NA | … | … | 12.35 | 16.69 | 10.73 | 12.10 | 22.83 | 12.95 | 33.89 | 12.40 | 16.69 | 6.86 | 12.30 | 14.73 | 10.69 | 10.57 | 12.78 | 22.45 | 17.14 | 24.24 | 35.76 | 15.05 | 9.51 | 9.62 | 10.86 | 15.44 | 22.95 | 17.76 | 19.75 | 14.69 |
| Draw Down(%) | NA | 8.65 | 17.49 | 22.62 | 33.50 | NA | NA | … | … | 8.65 | 17.31 | 7.09 | 9.77 | 21.84 | 5.62 | 33.50 | 6.14 | 18.28 | 3.23 | 8.33 | 10.56 | 6.53 | 5.00 | 10.41 | 18.86 | 13.66 | 24.95 | 41.74 | 7.62 | 7.69 | 7.00 | 6.99 | 12.74 | 27.39 | 21.39 | 9.83 | 13.36 |
| Yield(%) | 0.00 | 12.05 | 7.31 | 4.50 | 5.77 | 6.78 | 6.15 | … | … | 0.00 | 11.80 | 5.21 | 3.38 | 0.58 | 0.43 | 0.81 | 3.89 | 2.09 | 5.88 | 3.71 | 6.39 | 6.23 | 1.68 | 1.19 | 0.94 | 1.33 | 1.50 | 1.42 | 3.36 | 3.86 | 0.68 | 0.00 | 0.42 | 0.38 | 0.37 | 0.40 | 0.97 |
Data as of 06/04/2026, Common starting date is 06/24/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSEFX (WALDEN EQUITY FUND WALDEN EQUITY FUND) |
-12.00%
Feb 2006 – Feb 2009 |
-5.77%
Feb 2004 – Feb 2009 |
0.88%
Jul 1999 – Jul 2009 |
5.12%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSEFX (WALDEN EQUITY FUND WALDEN EQUITY FUND) |
24.78%
Feb 2009 – Feb 2012 |
20.66%
Feb 2009 – Feb 2014 |
15.21%
Feb 2009 – Feb 2019 |
13.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart