Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WVCIX (WV CONCENTRATED EQUITIES FUND CLASS I SHARES) | NA | -3.33% | NA | NA | NA | NA | NA | … | … |
Data as of 07/18/2019, Common starting date is 05/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WVCIX (WV CONCENTRATED EQUITIES FUND CLASS I SHARES) | 05/01/2017 | 07/18/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.82 | -3.33 | NA | NA | NA | NA | NA | … | … | 11.02 | -33.68 | 1.73 |
| Sharpe Ratio | NA | -0.34 | NA | NA | NA | NA | NA | … | … | 1.48 | -1.10 | 0.22 |
| Standard Deviation(%) | NA | 14.50 | NA | NA | NA | NA | NA | … | … | 13.24 | 31.96 | 8.42 |
| Draw Down(%) | NA | 20.22 | NA | NA | NA | NA | NA | … | … | 10.17 | 37.74 | 5.66 |
| Yield(%) | 0.00 | 21.43 | 8.13 | 4.88 | 2.44 | 1.63 | 1.22 | … | … | 0.00 | 21.61 | 2.87 |
Data as of 07/18/2019, Common starting date is 05/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVCIX (WV CONCENTRATED EQUITIES FUND CLASS I SHARES) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVCIX (WV CONCENTRATED EQUITIES FUND CLASS I SHARES) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart