Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAGFX (Wegener Adaptive Growth) | NA | -21.24% | -18.57% | -5.42% | NA | NA | NA | … | … |
Data as of 02/12/2014, Common starting date is 12/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAGFX (Wegener Adaptive Growth) | 12/02/2008 | 02/12/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -21.24 | -18.57 | -5.42 | NA | NA | NA | … | … | 0.00 | -20.17 | -3.35 | -32.39 | 0.71 | 39.85 | -25.71 |
| Sharpe Ratio | NA | -0.43 | -0.61 | -0.21 | NA | NA | NA | … | … | 0.00 | -0.40 | -0.41 | -2.08 | 0.04 | 1.75 | -0.74 |
| Standard Deviation(%) | NA | 49.00 | 29.88 | 25.92 | NA | NA | NA | … | … | NA | 50.56 | 8.40 | 15.56 | 16.61 | 22.71 | 132.84 |
| Draw Down(%) | NA | 43.76 | 61.46 | 65.52 | NA | NA | NA | … | … | 0.00 | 44.50 | 4.64 | 34.40 | 21.53 | 14.08 | 33.44 |
| Yield(%) | 0.00 | 0.00 | 0.28 | 0.28 | 0.10 | 0.07 | 0.05 | … | … | 0.00 | 0.00 | 1.19 | 0.00 | 0.15 | 0.00 | 0.00 |
Data as of 02/12/2014, Common starting date is 12/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAGFX (Wegener Adaptive Growth) |
-22.65%
Jun 2010 – Jun 2013 |
-4.71%
Jan 2009 – Jan 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAGFX (Wegener Adaptive Growth) |
0.27%
Jan 2009 – Jan 2012 |
-4.71%
Jan 2009 – Jan 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart