Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMWCX (ALPS/WMC RESEARCH VALUE FUND CLASS C) | NA | -28.93% | -8.94% | -3.18% | NA | NA | NA | … | … |
Data as of 03/13/2020, Common starting date is 07/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMWCX (ALPS/WMC RESEARCH VALUE FUND CLASS C) | 07/01/2010 | 03/13/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -28.24 | -28.93 | -8.94 | -3.18 | NA | NA | NA | … | … | -36.94 | 26.67 | -11.16 | 11.89 | 10.69 | -2.96 | 10.46 | 32.99 | 17.30 | -4.20 | 24.21 |
| Sharpe Ratio | NA | -0.90 | -0.46 | -0.20 | NA | NA | NA | … | … | -1.29 | 2.19 | -0.82 | 1.46 | 0.70 | -0.19 | 0.88 | 2.73 | 1.27 | -0.16 | 3.23 |
| Standard Deviation(%) | NA | 33.40 | 21.80 | 19.37 | NA | NA | NA | … | … | 70.69 | 11.55 | 15.18 | 7.77 | 14.85 | 16.11 | 11.87 | 12.08 | 13.70 | 25.85 | 16.60 |
| Draw Down(%) | NA | 40.16 | 40.16 | 40.16 | NA | NA | NA | … | … | 40.16 | 6.46 | 20.75 | 4.37 | 13.77 | 13.26 | 9.71 | 5.92 | 11.80 | 23.43 | 7.41 |
| Yield(%) | 0.00 | 3.23 | 6.87 | 9.45 | 10.91 | 7.27 | 5.45 | … | … | 0.00 | 3.64 | 9.25 | 9.00 | 3.42 | 29.17 | 11.00 | 2.20 | 0.69 | 0.23 | 0.69 |
Data as of 03/13/2020, Common starting date is 07/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMWCX (ALPS/WMC RESEARCH VALUE FUND CLASS C) |
1.69%
Feb 2017 – Feb 2020 |
3.11%
Feb 2015 – Feb 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMWCX (ALPS/WMC RESEARCH VALUE FUND CLASS C) |
22.34%
Sep 2011 – Sep 2014 |
14.41%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart