Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSTIX (WSTCM SECTOR SELECT RISK-MANAGED FUND INSTITUTIONAL SHARES) | NA | 2.07% | 2.00% | 0.95% | 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 |
|---|---|---|
| WSTIX (WSTCM SECTOR SELECT RISK-MANAGED FUND INSTITUTIONAL 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 | 2.07 | 2.00 | 0.95 | NA | NA | NA | … | … | 1.44 | 1.34 | -15.91 | 13.49 | -2.84 | -2.17 | 8.73 | 2.08 |
| Sharpe Ratio | NA | -0.74 | -0.18 | -0.14 | NA | NA | NA | … | … | -1.75 | -0.01 | -0.97 | 1.59 | -0.49 | -0.18 | 0.79 | 19.73 |
| Standard Deviation(%) | NA | 9.74 | 10.39 | 10.05 | NA | NA | NA | … | … | 18.46 | 6.59 | 17.72 | 8.14 | 6.22 | 12.25 | 10.98 | 4.62 |
| Draw Down(%) | NA | 9.94 | 14.95 | 14.95 | NA | NA | NA | … | … | 6.95 | 6.34 | 21.61 | 4.55 | 5.43 | 9.43 | 5.89 | 0.19 |
| Yield(%) | 0.00 | 7.96 | 6.28 | 4.28 | 2.47 | 1.65 | 1.24 | … | … | 7.05 | 0.94 | 10.04 | 0.52 | 0.21 | 3.22 | 1.07 | 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 |
|---|---|---|---|---|
| WSTIX (WSTCM SECTOR SELECT RISK-MANAGED FUND INSTITUTIONAL SHARES) |
1.20%
Oct 2015 – Oct 2018 |
0.60%
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 |
|---|---|---|---|---|
| WSTIX (WSTCM SECTOR SELECT RISK-MANAGED FUND INSTITUTIONAL SHARES) |
4.79%
Aug 2015 – Aug 2018 |
3.21%
Apr 2014 – Apr 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart