Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCLGX (WESTFIELD CAPITAL LARGE CAP GROWTH FUND INSTITUTIONAL CLASS SHARES) | NA | 15.90% | 16.17% | 13.15% | NA | NA | NA | … | … |
Data as of 07/01/2020, Common starting date is 07/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCLGX (WESTFIELD CAPITAL LARGE CAP GROWTH FUND INSTITUTIONAL CLASS SHARES) | 07/19/2011 | 07/01/2020 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.90 | 16.17 | 13.15 | NA | NA | NA | … | … | 5.22 | 36.07 | -2.40 | 30.57 | 2.36 | 2.64 | 11.55 | 36.58 | 16.94 | -11.87 |
| Sharpe Ratio | NA | 0.43 | 0.60 | 0.58 | NA | NA | NA | … | … | 0.21 | 2.30 | -0.18 | 3.65 | 0.14 | 0.16 | 0.86 | 3.11 | 1.14 | -0.70 |
| Standard Deviation(%) | NA | 35.42 | 24.78 | 21.42 | NA | NA | NA | … | … | 48.11 | 15.10 | 20.73 | 8.24 | 15.03 | 16.53 | 13.49 | 11.77 | 14.95 | 34.35 |
| Draw Down(%) | NA | 34.52 | 34.52 | 34.52 | NA | NA | NA | … | … | 34.52 | 8.84 | 22.99 | 2.30 | 14.11 | 13.80 | 8.16 | 5.93 | 12.02 | 22.78 |
| Yield(%) | 0.00 | 84.76 | 37.18 | 25.00 | 19.47 | 12.98 | 9.73 | … | … | 23.30 | 96.98 | 44.26 | 33.19 | 15.25 | 9.40 | 8.99 | 7.24 | 1.29 | 0.00 |
Data as of 07/01/2020, Common starting date is 07/19/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCLGX (WESTFIELD CAPITAL LARGE CAP GROWTH FUND INSTITUTIONAL CLASS SHARES) |
5.43%
Dec 2013 – Dec 2016 |
7.84%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCLGX (WESTFIELD CAPITAL LARGE CAP GROWTH FUND INSTITUTIONAL CLASS SHARES) |
22.60%
Sep 2011 – Sep 2014 |
16.08%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart