Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WVAIX (VALUE FUND VALUE FUND – INSTITUTIONAL CLASS) | -4.76% | -2.66% | 7.35% | 3.55% | 9.32% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WVAIX (VALUE FUND VALUE FUND – INSTITUTIONAL CLASS) | 08/01/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | -2.66 | 7.35 | 3.55 | 9.32 | NA | NA | … | … | -4.76 | -0.04 | 12.95 | 29.90 | -22.78 | 27.06 | 18.66 | 34.49 | -4.71 | 15.85 | 3.13 | -4.30 | 5.91 |
| Sharpe Ratio | NA | -0.28 | 0.30 | 0.06 | 0.43 | NA | NA | … | … | -0.77 | -0.15 | 0.70 | 1.76 | -0.93 | 2.03 | 0.56 | 2.65 | -0.38 | 2.37 | 0.23 | -0.33 | 1.38 |
| Standard Deviation(%) | NA | 14.28 | 15.82 | 18.21 | 18.30 | NA | NA | … | … | 16.51 | 19.20 | 13.24 | 15.08 | 26.24 | 13.29 | 32.81 | 12.47 | 16.03 | 6.44 | 12.56 | 13.02 | 10.70 |
| Draw Down(%) | NA | 17.44 | 19.77 | 29.24 | 32.55 | NA | NA | … | … | 17.44 | 19.03 | 7.01 | 11.75 | 28.46 | 6.55 | 32.55 | 6.60 | 18.51 | 2.99 | 9.21 | 12.73 | 6.65 |
| Yield(%) | 0.00 | 17.66 | 12.32 | 8.85 | 10.16 | 7.03 | 5.27 | … | … | 0.00 | 17.33 | 11.03 | 6.42 | 9.45 | 4.58 | 9.61 | 5.92 | 9.25 | 7.61 | 0.00 | 11.00 | 4.57 |
Data as of 06/04/2026, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVAIX (VALUE FUND VALUE FUND – INSTITUTIONAL CLASS) |
3.10%
Apr 2015 – Apr 2018 |
2.76%
Mar 2015 – Mar 2020 |
8.41%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVAIX (VALUE FUND VALUE FUND – INSTITUTIONAL CLASS) |
26.57%
Dec 2018 – Dec 2021 |
18.08%
Oct 2016 – Oct 2021 |
10.54%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart