Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSSSX (WELLINGTON SHIELDS SMALL-CAP FUND INSTITUTIONAL SHARES) | NA | 7.90% | NA | NA | NA | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 01/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSSSX (WELLINGTON SHIELDS SMALL-CAP FUND INSTITUTIONAL SHARES) | 01/17/2018 | 12/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.90 | NA | NA | NA | NA | NA | … | … | 7.79 | -13.39 |
| Sharpe Ratio | NA | 0.48 | NA | NA | NA | NA | NA | … | … | 0.44 | -0.82 |
| Standard Deviation(%) | NA | 14.47 | NA | NA | NA | NA | NA | … | … | 14.49 | 18.68 |
| Draw Down(%) | NA | 12.11 | NA | NA | NA | NA | NA | … | … | 12.11 | 23.55 |
| Yield(%) | 0.00 | 0.00 | 2.62 | 1.57 | 0.78 | 0.52 | 0.39 | … | … | 0.00 | 7.85 |
Data as of 12/30/2019, Common starting date is 01/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSSSX (WELLINGTON SHIELDS SMALL-CAP FUND INSTITUTIONAL SHARES) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSSSX (WELLINGTON SHIELDS SMALL-CAP FUND INSTITUTIONAL SHARES) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart