Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEGTX (Credit Suisse Mid-Cap Core Adv) | NA | 17.97% | -1.58% | 1.75% | -1.37% | NA | NA | … | … |
Data as of 11/09/2010, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEGTX (Credit Suisse Mid-Cap Core Adv) | 06/21/1996 | 11/09/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.97 | -1.58 | 1.75 | -1.37 | NA | NA | … | … | 12.94 | 34.85 | -38.46 | 11.00 | 1.23 | 6.34 | 13.00 | 44.71 | -30.54 | -25.20 | -11.12 | 41.34 | 5.39 | 20.79 | 1.57 |
| Sharpe Ratio | NA | 0.81 | -0.06 | 0.01 | -0.11 | NA | NA | … | … | 0.66 | 1.07 | -0.88 | 0.44 | -0.16 | 0.33 | 0.76 | 2.22 | -1.15 | -0.89 | -0.37 | 1.82 | 0.09 | -2.14 | -0.03 |
| Standard Deviation(%) | NA | 22.10 | 35.02 | 29.00 | 26.88 | NA | NA | … | … | 23.00 | 32.59 | 44.52 | 18.23 | 13.23 | 12.55 | 15.84 | 19.81 | 27.56 | 31.49 | 40.52 | 20.99 | 23.45 | 16.06 | 16.19 |
| Draw Down(%) | NA | 17.89 | 55.22 | 56.33 | 58.83 | NA | NA | … | … | 17.89 | 28.95 | 54.85 | 13.25 | 14.39 | 9.32 | 19.19 | 12.09 | 41.22 | 43.26 | 36.17 | 11.82 | 40.44 | 13.69 | 13.29 |
| Yield(%) | 0.00 | 0.34 | 0.17 | 0.12 | 1.81 | 3.51 | 2.63 | … | … | 0.00 | 0.43 | 0.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 17.18 | 15.85 | 0.00 | 7.42 | 0.22 |
Data as of 11/09/2010, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEGTX (Credit Suisse Mid-Cap Core Adv) |
-26.67%
Feb 2000 – Feb 2003 |
-9.27%
Mar 1998 – Mar 2003 |
-4.19%
Feb 2000 – Feb 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEGTX (Credit Suisse Mid-Cap Core Adv) |
29.48%
Mar 1997 – Mar 2000 |
15.80%
Sep 2002 – Sep 2007 |
5.56%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart