Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSTEX (WSTCM SECTOR SELECT RISK-MANAGED FUND INVESTOR SHARES) | NA | 1.75% | 1.70% | 0.67% | NA | NA | NA | … | … |
Data as of 02/27/2020, Common starting date is 12/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSTEX (WSTCM SECTOR SELECT RISK-MANAGED FUND INVESTOR SHARES) | 12/18/2013 | 02/27/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.75 | 1.70 | 0.67 | NA | NA | NA | … | … | 1.33 | 1.98 | -16.19 | 13.24 | -3.11 | -2.43 | 8.36 | 2.18 |
| Sharpe Ratio | NA | 0.06 | 0.06 | -0.01 | NA | NA | NA | … | … | 5.10 | 0.09 | -0.99 | 1.56 | -0.53 | -0.20 | 0.76 | 22.18 |
| Standard Deviation(%) | NA | 6.54 | 9.50 | 9.49 | NA | NA | NA | … | … | 1.54 | 6.58 | 17.74 | 8.14 | 6.29 | 12.18 | 10.92 | 4.38 |
| Draw Down(%) | NA | 6.31 | 12.43 | 12.43 | NA | NA | NA | … | … | 0.10 | 6.31 | 21.90 | 4.57 | 5.44 | 9.45 | 6.06 | 0.19 |
| Yield(%) | 0.00 | 0.00 | 3.85 | 2.85 | 1.65 | 1.10 | 0.83 | … | … | 0.00 | 0.00 | 10.10 | 0.52 | 0.14 | 3.14 | 0.81 | 0.00 |
Data as of 02/27/2020, Common starting date is 12/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSTEX (WSTCM SECTOR SELECT RISK-MANAGED FUND INVESTOR SHARES) |
0.96%
Oct 2015 – Oct 2018 |
0.33%
Nov 2014 – Nov 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSTEX (WSTCM SECTOR SELECT RISK-MANAGED FUND INVESTOR SHARES) |
4.53%
Aug 2015 – Aug 2018 |
2.94%
Apr 2014 – Apr 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart