Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WWMSX (SMALL/MID CAP VALUE FUND INSTITUTIONAL CLASS) | NA | 15.38% | 2.88% | 3.64% | NA | NA | NA | … | … |
Data as of 07/29/2016, Common starting date is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWMSX (SMALL/MID CAP VALUE FUND INSTITUTIONAL CLASS) | 09/08/2006 | 07/29/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.38 | 2.88 | 3.64 | NA | NA | NA | … | … | 12.83 | -6.11 | -29.49 | 7.04 | 10.76 | -9.20 | 17.77 | 60.09 | -43.65 | -11.17 | 7.29 |
| Sharpe Ratio | NA | 0.70 | -0.30 | -0.13 | NA | NA | NA | … | … | 1.20 | -0.41 | -0.86 | 0.42 | 0.59 | -0.33 | 0.81 | 1.88 | -1.04 | -0.66 | 1.85 |
| Standard Deviation(%) | NA | 18.75 | 31.29 | 34.01 | NA | NA | NA | … | … | 19.28 | 15.13 | 34.36 | 16.83 | 18.18 | 27.97 | 21.94 | 31.86 | 42.83 | 21.51 | 11.95 |
| Draw Down(%) | NA | 14.91 | 49.12 | 49.12 | NA | NA | NA | … | … | 10.72 | 15.63 | 43.42 | 12.42 | 14.48 | 26.33 | 17.29 | 26.59 | 58.89 | 23.70 | 3.29 |
| Yield(%) | 0.00 | 1.78 | 10.43 | 7.08 | 5.02 | 3.35 | 2.51 | … | … | 0.00 | 1.67 | 24.00 | 6.50 | 0.80 | 0.87 | 1.36 | 1.52 | 0.00 | 10.15 | 1.47 |
Data as of 07/29/2016, Common starting date is 09/08/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWMSX (SMALL/MID CAP VALUE FUND INSTITUTIONAL CLASS) |
-7.09%
Jun 2007 – Jun 2010 |
-1.47%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWMSX (SMALL/MID CAP VALUE FUND INSTITUTIONAL CLASS) |
32.29%
Feb 2009 – Feb 2012 |
23.85%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart