Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSVIX (WALTHAUSEN SELECT VALUE FUND INVESTOR CLASS) | NA | -42.79% | -10.76% | -4.68% | 3.70% | NA | NA | … | … |
Data as of 12/22/2022, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSVIX (WALTHAUSEN SELECT VALUE FUND INVESTOR CLASS) | 01/03/2011 | 12/22/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -42.79 | -10.76 | -4.68 | 3.70 | NA | NA | … | … | -33.26 | 5.73 | -0.23 | 28.98 | -14.05 | 17.51 | 14.42 | -7.29 | 2.23 | 42.57 | 21.18 | -3.49 |
| Sharpe Ratio | NA | -1.10 | -0.31 | -0.18 | 0.13 | NA | NA | … | … | -0.97 | 0.20 | -0.01 | 1.76 | -0.86 | 1.44 | 0.77 | -0.44 | 0.16 | 3.15 | 1.31 | -0.12 |
| Standard Deviation(%) | NA | 40.12 | 36.87 | 30.52 | 24.06 | NA | NA | … | … | 36.55 | 28.35 | 44.87 | 15.67 | 17.89 | 11.81 | 18.27 | 16.62 | 14.10 | 13.51 | 16.26 | 30.57 |
| Draw Down(%) | NA | 42.94 | 45.94 | 45.94 | 45.94 | NA | NA | … | … | 35.97 | 21.38 | 41.82 | 8.46 | 25.17 | 6.26 | 12.46 | 13.25 | 12.81 | 5.76 | 13.14 | 26.18 |
| Yield(%) | 0.00 | 2.10 | 1.71 | 7.92 | 7.92 | 6.22 | 4.66 | … | … | 1.38 | 1.17 | 2.57 | 6.71 | 32.39 | 1.00 | 0.48 | 1.09 | 4.91 | 2.99 | 4.60 | 0.00 |
Data as of 12/22/2022, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSVIX (WALTHAUSEN SELECT VALUE FUND INVESTOR CLASS) |
-10.14%
Nov 2019 – Nov 2022 |
-4.59%
Nov 2017 – Nov 2022 |
3.91%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSVIX (WALTHAUSEN SELECT VALUE FUND INVESTOR CLASS) |
26.68%
Sep 2011 – Sep 2014 |
15.10%
Sep 2011 – Sep 2016 |
13.11%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart