Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/21/2020.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WSVRX (WALTHAUSEN SELECT VALUE FUND RETAIL CLASS) | NA | -25.09% | -5.66% | -2.33% | NA | NA | NA | 5.05% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSVRX (WALTHAUSEN SELECT VALUE FUND RETAIL CLASS) | 01/03/2011 | 05/21/2020 |
The return data shown below all have the same latest date: 05/21/2020.
AR inception is since 01/03/2011.
AR inception is since 01/03/2011.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | -25.09 | -5.66 | -2.33 | NA | NA | NA | 5.05 | -32.27 | 28.66 | -14.27 | 17.13 | 14.08 | -7.43 | 1.99 | 42.21 | 20.84 | -3.79 |
| Sharpe Ratio | NA | -0.67 | -0.26 | -0.13 | NA | NA | NA | 0.21 | -1.07 | 1.74 | -0.87 | 1.41 | 0.76 | -0.45 | 0.14 | 3.11 | 1.29 | -0.13 |
| Standard Deviation(%) | NA | 39.04 | 25.94 | 22.88 | NA | NA | NA | 21.33 | 59.54 | 15.63 | 17.91 | 11.74 | 18.26 | 16.60 | 14.13 | 13.54 | 16.26 | 30.48 |
| Draw Down(%) | NA | 41.88 | 41.88 | 41.88 | NA | NA | NA | 41.88 | 41.88 | 8.50 | 25.26 | 6.22 | 12.51 | 13.32 | 12.82 | 5.73 | 13.19 | 26.30 |
| Yield(%) | 0.00 | 4.43 | 13.62 | 8.76 | 8.42 | 5.61 | 4.21 | 9.36 | 0.00 | 5.13 | 32.75 | 0.84 | 0.21 | 0.90 | 4.76 | 3.01 | 4.62 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSVRX (WALTHAUSEN SELECT VALUE FUND RETAIL CLASS) |
-4.81%
Mar 2017 - Mar 2020 |
-1.68%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSVRX (WALTHAUSEN SELECT VALUE FUND RETAIL CLASS) |
26.35%
Sep 2011 - Sep 2014 |
14.81%
Sep 2011 - Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart