Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEIZX (WEISS ALTERNATIVE BALANCED RISK FUND INVESTOR CLASS) | NA | 3.64% | -2.80% | 2.01% | NA | NA | NA | … | … |
Data as of 04/01/2024, Common starting date is 03/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEIZX (WEISS ALTERNATIVE BALANCED RISK FUND INVESTOR CLASS) | 03/01/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 3.64 | -2.80 | 2.01 | NA | NA | NA | … | … | -2.02 | 10.08 | -18.77 | 4.82 | 10.96 | 14.06 | -2.11 | 5.88 |
| Sharpe Ratio | NA | 0.05 | -0.52 | 0.05 | NA | NA | NA | … | … | -2.04 | 0.70 | -1.54 | 0.76 | 0.82 | 3.15 | -0.68 | 2.08 |
| Standard Deviation(%) | NA | 7.16 | 9.54 | 9.74 | NA | NA | NA | … | … | 5.70 | 8.36 | 13.10 | 6.33 | 12.99 | 4.01 | 5.07 | 3.06 |
| Draw Down(%) | NA | 7.26 | 22.84 | 22.84 | NA | NA | NA | … | … | 2.84 | 7.98 | 21.89 | 3.12 | 16.84 | 1.88 | 6.30 | 1.30 |
| Yield(%) | 0.00 | 8.36 | 4.49 | 6.45 | 3.80 | 2.53 | 1.90 | … | … | 6.80 | 1.33 | 0.00 | 6.56 | 7.88 | 11.62 | 2.30 | 1.86 |
Data as of 04/01/2024, Common starting date is 03/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEIZX (WEISS ALTERNATIVE BALANCED RISK FUND INVESTOR CLASS) |
-3.17%
Oct 2020 – Oct 2023 |
0.80%
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 |
|---|---|---|---|---|
| WEIZX (WEISS ALTERNATIVE BALANCED RISK FUND INVESTOR CLASS) |
9.88%
Dec 2018 – Dec 2021 |
3.54%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart