Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEIKX (WEISS ALTERNATIVE BALANCED RISK FUND CLASS K) | NA | 3.96% | -2.47% | 2.36% | NA | NA | NA | … | … |
Data as of 04/01/2024, Common starting date is 12/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEIKX (WEISS ALTERNATIVE BALANCED RISK FUND CLASS K) | 12/02/2015 | 04/01/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.96 | -2.47 | 2.36 | NA | NA | NA | … | … | -2.07 | 10.52 | -18.48 | 5.14 | 11.32 | 14.56 | 0.22 | 7.59 | 4.47 | -1.50 |
| Sharpe Ratio | NA | 0.09 | -0.49 | 0.08 | NA | NA | NA | … | … | -2.05 | 0.76 | -1.53 | 0.80 | 0.85 | 3.36 | -0.24 | 2.34 | 0.93 | -3.25 |
| Standard Deviation(%) | NA | 7.17 | 9.54 | 9.72 | NA | NA | NA | … | … | 5.77 | 8.33 | 13.04 | 6.43 | 12.94 | 3.92 | 4.47 | 2.98 | 4.58 | 5.38 |
| Draw Down(%) | NA | 7.01 | 22.68 | 22.68 | NA | NA | NA | … | … | 2.90 | 7.62 | 21.74 | 2.99 | 16.81 | 1.77 | 4.32 | 1.30 | 4.23 | 2.00 |
| Yield(%) | 0.00 | 8.83 | 4.62 | 6.58 | 4.53 | 3.02 | 2.27 | … | … | 6.82 | 1.81 | 0.01 | 6.49 | 7.88 | 11.81 | 4.32 | 1.88 | 4.48 | 0.00 |
Data as of 04/01/2024, Common starting date is 12/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEIKX (WEISS ALTERNATIVE BALANCED RISK FUND CLASS K) |
-2.82%
Oct 2020 – Oct 2023 |
1.56%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEIKX (WEISS ALTERNATIVE BALANCED RISK FUND CLASS K) |
10.27%
Dec 2018 – Dec 2021 |
7.65%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart