Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) | -0.63% | 4.08% | 12.76% | 10.45% | 8.89% | 11.10% | 7.35% | 9.68% |
Data as of 07/18/2025, AR inception is 04/29/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) | 04/29/1987 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | 4.08 | 12.76 | 10.45 | 8.89 | 11.10 | 7.35 | 9.68 | -0.63 | 12.76 | 29.72 | -22.89 | 26.86 | 18.41 | 34.16 | -4.88 | 15.60 | 2.88 | -4.46 | 9.54 | 31.75 | 13.17 | 6.12 | 19.94 | 27.62 | -40.75 | -10.36 | 21.86 | -2.77 | 15.73 | 28.73 | -17.10 | 0.26 | 19.75 | 21.00 | 29.02 | 39.23 | 18.70 | 30.68 | -14.11 | 15.72 | 9.16 | 23.88 | -5.71 | 16.10 | 16.43 | -4.25 |
| Sharpe Ratio | NA | 0.05 | 0.52 | 0.47 | 0.41 | NA | NA | 0.48 | -0.18 | 0.70 | 1.74 | -0.93 | 2.02 | 0.55 | 2.62 | -0.39 | 2.32 | 0.21 | -0.34 | 1.01 | 3.65 | 1.26 | 0.32 | 1.35 | 0.98 | -1.13 | -0.93 | 2.16 | -0.71 | 1.90 | 1.92 | -0.82 | -0.16 | 0.91 | 1.71 | 1.70 | 2.73 | 1.40 | 2.48 | -1.74 | 1.56 | 0.95 | 2.14 | -1.11 | 1.40 | 2.30 | -1.32 |
| Standard Deviation(%) | NA | 19.85 | 18.24 | 18.32 | 18.34 | NA | NA | 15.58 | 23.43 | 13.12 | 15.08 | 26.26 | 13.29 | 32.79 | 12.48 | 16.02 | 6.46 | 12.54 | 13.03 | 9.45 | 8.68 | 10.51 | 19.28 | 14.73 | 27.97 | 36.79 | 14.54 | 8.59 | 7.11 | 7.78 | 14.60 | 22.12 | 13.99 | 17.15 | 10.30 | 14.99 | 12.98 | 10.67 | 10.78 | 9.87 | 8.65 | 6.99 | 9.29 | 10.10 | 7.24 | 5.00 | 7.94 |
| Draw Down(%) | NA | 19.04 | 19.85 | 29.36 | 32.57 | NA | NA | 61.96 | 19.04 | 6.99 | 11.79 | 28.56 | 6.57 | 32.57 | 6.60 | 18.56 | 2.99 | 9.24 | 12.82 | 6.69 | 3.62 | 6.68 | 14.79 | 13.32 | 27.36 | 53.08 | 19.20 | 4.53 | 7.68 | 6.24 | 12.73 | 34.09 | 15.90 | 11.88 | 6.48 | 22.44 | 11.06 | 9.20 | 6.27 | 15.45 | 5.18 | 4.56 | 4.53 | 17.27 | 5.08 | 2.58 | 9.86 |
| Yield(%) | 0.00 | 10.45 | 10.02 | 8.64 | 7.40 | 10.64 | 6.55 | 17.27 | 0.00 | 11.34 | 6.58 | 9.64 | 4.66 | 9.75 | 5.98 | 9.32 | 7.65 | 0.00 | 11.01 | 8.49 | 0.00 | 0.11 | 0.24 | 0.00 | 0.29 | 0.62 | 11.64 | 7.93 | 3.31 | 9.82 | 0.54 | 1.49 | 3.01 | 12.02 | 7.01 | 12.71 | 14.33 | 6.63 | 2.92 | 0.00 | 0.16 | 2.04 | 2.89 | 3.08 | 3.92 | 3.23 | 4.58 |
Data as of 07/18/2025, AR inception is 04/29/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) |
-18.43%
Feb 2006 - Feb 2009 |
-10.19%
Feb 2004 - Feb 2009 |
-0.81%
Feb 1999 - Feb 2009 |
4.19%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) |
33.54%
Jul 1996 - Jul 1999 |
27.52%
Dec 1994 - Dec 1999 |
18.43%
Dec 1990 - Dec 2000 |
14.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart