Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSMCX (SMALL COMPANY GROWTH FUND CLASS C) | NA | 1.39% | 8.77% | 4.29% | 7.68% | 9.38% | 7.42% | … | … |
Data as of 11/19/2025, Common starting date is 02/04/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSMCX (SMALL COMPANY GROWTH FUND CLASS C) | 02/04/2004 | 11/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.94 | 1.39 | 8.77 | 4.29 | 7.68 | 9.38 | 7.42 | … | … | 3.38 | 7.13 | 17.11 | -24.95 | 13.50 | 27.37 | 25.26 | -4.64 | 19.28 | 6.50 | -5.48 | 7.35 | 44.48 | 15.28 | -4.22 | 34.07 | 45.54 | -45.25 | 2.05 | 8.90 | 3.13 | 12.31 |
| Sharpe Ratio | NA | -0.07 | 0.26 | 0.09 | 0.27 | NA | NA | … | … | 0.04 | 0.19 | 0.76 | -0.86 | 0.71 | 0.70 | 1.38 | -0.29 | 1.55 | 0.31 | -0.32 | 0.44 | 3.07 | 0.87 | -0.13 | 1.49 | 1.52 | -1.15 | -0.06 | 0.31 | 0.06 | 0.71 |
| Standard Deviation(%) | NA | 22.96 | 19.93 | 22.17 | 22.86 | NA | NA | … | … | 23.57 | 18.09 | 17.83 | 30.67 | 19.00 | 38.56 | 17.23 | 20.79 | 12.08 | 20.02 | 17.11 | 16.69 | 14.46 | 17.56 | 31.60 | 22.83 | 29.91 | 39.92 | 19.11 | 17.58 | 15.20 | 17.85 |
| Draw Down(%) | NA | 27.30 | 27.30 | 33.25 | 42.79 | NA | NA | … | … | 26.01 | 10.28 | 17.16 | 30.34 | 10.43 | 42.79 | 10.46 | 28.26 | 6.22 | 21.61 | 17.79 | 13.26 | 6.30 | 15.88 | 30.77 | 18.98 | 24.19 | 56.05 | 15.56 | 19.70 | 14.99 | 18.57 |
| Yield(%) | 0.00 | 21.25 | 14.71 | 17.02 | 14.26 | 16.78 | 10.91 | … | … | 0.00 | 23.44 | 10.23 | 10.92 | 53.47 | 20.33 | 11.61 | 9.08 | 0.00 | 0.00 | 0.72 | 5.26 | 8.58 | 0.00 | 0.00 | 0.28 | 0.00 | 0.00 | 16.28 | 16.96 | 7.69 | 0.64 |
Data as of 11/19/2025, Common starting date is 02/04/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSMCX (SMALL COMPANY GROWTH FUND CLASS C) |
-21.64%
Feb 2006 – Feb 2009 |
-7.82%
Mar 2004 – Mar 2009 |
4.17%
Feb 2006 – Feb 2016 |
5.96%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSMCX (SMALL COMPANY GROWTH FUND CLASS C) |
34.20%
Feb 2009 – Feb 2012 |
29.73%
Feb 2009 – Feb 2014 |
17.78%
Feb 2009 – Feb 2019 |
14.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart