Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSMGX (SMALL COMPANY GROWTH PORTFOLIO INSTITUTIONAL CLASS) | 18.78% | 33.83% | 13.26% | 2.83% | 9.37% | 10.11% | 8.67% | … | … |
Data as of 06/04/2026, Common starting date is 10/20/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSMGX (SMALL COMPANY GROWTH PORTFOLIO INSTITUTIONAL CLASS) | 10/20/1997 | 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 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 33.83 | 13.26 | 2.83 | 9.37 | 10.11 | 8.67 | … | … | 18.78 | 10.79 | 4.54 | 18.21 | -43.06 | -15.35 | 15.82 | 27.56 | -7.73 | 14.15 | 20.89 | 2.60 | 4.71 | 41.62 | 13.73 | 0.00 | 27.07 | 30.81 | -39.21 | 8.67 | 11.37 | 3.87 | 13.17 | 37.30 | -13.87 | -2.81 | 0.58 | 14.69 | -3.44 | -7.09 |
| Sharpe Ratio | NA | 1.58 | 0.47 | 0.01 | 0.33 | NA | NA | … | … | 1.95 | 0.34 | -0.10 | 0.73 | -1.22 | -0.41 | 0.39 | 1.61 | -0.48 | 1.15 | 1.16 | 0.15 | 0.21 | 2.79 | 0.84 | 0.00 | 1.14 | 1.00 | -0.94 | 0.31 | 0.47 | 0.11 | 0.63 | 1.82 | -0.64 | -0.20 | -0.09 | 0.69 | -0.29 | -1.34 |
| Standard Deviation(%) | NA | 20.75 | 21.68 | 23.72 | 23.40 | NA | NA | … | … | 23.91 | 23.73 | 20.30 | 19.32 | 36.57 | 37.19 | 40.17 | 16.20 | 19.09 | 11.83 | 17.79 | 17.70 | 22.12 | 14.90 | 16.41 | 33.18 | 23.67 | 30.81 | 42.36 | 18.28 | 17.25 | 15.56 | 19.46 | 20.08 | 23.31 | 26.27 | 37.22 | 16.59 | 23.52 | 25.68 |
| Draw Down(%) | NA | 13.26 | 27.50 | 40.47 | 40.47 | NA | NA | … | … | 13.26 | 25.06 | 10.54 | 18.10 | 44.86 | 33.97 | 38.05 | 8.35 | 26.88 | 6.37 | 13.98 | 12.47 | 12.49 | 5.28 | 12.89 | 28.92 | 20.15 | 26.32 | 51.26 | 10.68 | 17.02 | 10.98 | 15.54 | 14.29 | 30.97 | 26.66 | 27.13 | 16.03 | 42.06 | 12.70 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 7.13 | 9.61 | 10.90 | 9.11 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 12.06 | 28.38 | 12.57 | 2.21 | 5.18 | 10.17 | 12.33 | 5.47 | 9.12 | 3.02 | 0.00 | 0.00 | 0.42 | 0.00 | 3.35 | 11.30 | 7.38 | 8.33 | 0.00 | 0.00 | 0.00 | 0.00 | 15.39 | 0.00 | 5.63 | 3.80 |
Data as of 06/04/2026, Common starting date is 10/20/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSMGX (SMALL COMPANY GROWTH PORTFOLIO INSTITUTIONAL CLASS) |
-17.20%
Feb 2006 – Feb 2009 |
-7.47%
Feb 2004 – Feb 2009 |
0.58%
Feb 1999 – Feb 2009 |
4.83%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSMGX (SMALL COMPANY GROWTH PORTFOLIO INSTITUTIONAL CLASS) |
30.08%
Feb 2009 – Feb 2012 |
26.96%
Feb 2009 – Feb 2014 |
17.94%
Feb 2009 – Feb 2019 |
13.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart