Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSMVX (SMALL COMPANY VALUE PORTFOLIO INSTITUTIONAL CLASS) | 17.17% | 37.81% | 18.09% | 6.56% | 8.73% | 9.84% | 7.73% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSMVX (SMALL COMPANY VALUE PORTFOLIO INSTITUTIONAL CLASS) | 12/26/1996 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 37.81 | 18.09 | 6.56 | 8.73 | 9.84 | 7.73 | … | … | 17.17 | 10.72 | 7.86 | 17.78 | -18.09 | 32.32 | -1.52 | 21.60 | -16.25 | 9.18 | 25.20 | -3.44 | 8.25 | 44.21 | 17.40 | -6.94 | 23.80 | 23.11 | -32.40 | -3.18 | 19.99 | 5.75 | 24.89 | 36.86 | -9.52 | 17.55 | 13.42 | -13.71 | -5.49 | 31.49 | -14.74 |
| Sharpe Ratio | NA | 1.93 | 0.74 | 0.19 | 0.30 | NA | NA | … | … | 2.38 | 0.35 | 0.21 | 0.71 | -0.75 | 1.49 | -0.04 | 1.34 | -1.11 | 0.69 | 1.46 | -0.22 | 0.34 | 3.02 | 1.10 | -0.21 | 0.93 | 0.60 | -0.73 | -0.31 | 0.97 | 0.22 | 1.03 | 2.13 | -0.48 | 0.88 | 0.54 | -1.58 | -0.59 | 2.77 | -0.69 |
| Standard Deviation(%) | NA | 17.99 | 20.48 | 21.65 | 23.66 | NA | NA | … | … | 17.65 | 22.34 | 20.13 | 20.17 | 26.03 | 21.60 | 47.24 | 15.00 | 15.93 | 12.42 | 17.15 | 15.45 | 24.40 | 14.63 | 15.96 | 32.77 | 25.54 | 38.64 | 45.59 | 20.19 | 17.12 | 15.95 | 23.26 | 16.97 | 22.33 | 17.53 | 17.19 | 10.81 | 15.25 | 9.99 | 150.95 |
| Draw Down(%) | NA | 9.52 | 26.81 | 26.81 | 49.44 | NA | NA | … | … | 9.52 | 23.00 | 10.23 | 15.91 | 21.65 | 10.79 | 46.37 | 9.70 | 25.28 | 7.29 | 11.29 | 14.41 | 12.02 | 5.51 | 12.77 | 28.69 | 24.03 | 36.50 | 48.68 | 17.29 | 13.85 | 11.18 | 10.71 | 13.98 | 30.61 | 17.73 | 11.60 | 18.52 | 27.63 | 6.31 | 15.04 |
| Yield(%) | 0.00 | 11.86 | 9.15 | 4.88 | 5.98 | 7.67 | 6.05 | … | … | 0.00 | 11.23 | 9.27 | 4.55 | 0.87 | 1.46 | 0.00 | 1.08 | 5.05 | 11.51 | 10.62 | 5.66 | 12.06 | 4.04 | 1.62 | 1.03 | 1.03 | 1.07 | 1.21 | 9.22 | 12.04 | 24.39 | 13.15 | 0.61 | 0.00 | 1.24 | 1.27 | 1.90 | 6.47 | 16.59 | 4.39 |
Data as of 06/04/2026, Common starting date is 12/26/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSMVX (SMALL COMPANY VALUE PORTFOLIO INSTITUTIONAL CLASS) |
-18.37%
Feb 2006 – Feb 2009 |
-5.96%
Feb 2004 – Feb 2009 |
2.09%
Feb 1999 – Feb 2009 |
4.25%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSMVX (SMALL COMPANY VALUE PORTFOLIO INSTITUTIONAL CLASS) |
30.28%
Mar 2003 – Mar 2006 |
26.36%
Feb 2009 – Feb 2014 |
16.03%
Feb 2009 – Feb 2019 |
12.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart