Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEMAX (EMERGING GROWTH FUND CLASS A) | 5.78% | 2.60% | 7.03% | -3.56% | 10.12% | 9.12% | NA | … | … |
Data as of 01/12/2026, Common starting date is 04/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEMAX (EMERGING GROWTH FUND CLASS A) | 04/01/2008 | 01/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.09 | 2.60 | 7.03 | -3.56 | 10.12 | 9.12 | NA | … | … | 5.78 | -0.91 | 18.91 | 4.17 | -34.69 | 6.78 | 57.99 | 24.98 | 1.16 | 25.60 | 7.27 | -3.50 | -2.16 | 49.51 | 7.73 | 5.02 | 31.82 | 32.46 | -32.64 |
| Sharpe Ratio | NA | -0.03 | 0.16 | -0.22 | 0.33 | NA | NA | … | … | 44.61 | -0.15 | 0.73 | 0.03 | -0.98 | 0.26 | 1.47 | 1.29 | -0.01 | 1.93 | 0.33 | -0.18 | -0.09 | 3.12 | 0.42 | 0.15 | 1.34 | 1.09 | -0.98 |
| Standard Deviation(%) | NA | 25.86 | 22.39 | 26.69 | 25.62 | NA | NA | … | … | 14.65 | 25.89 | 20.97 | 20.15 | 36.92 | 26.32 | 39.21 | 18.21 | 22.67 | 12.95 | 21.23 | 19.72 | 22.97 | 15.88 | 18.64 | 34.13 | 23.71 | 29.74 | 42.35 |
| Draw Down(%) | NA | 24.81 | 26.31 | 51.61 | 51.61 | NA | NA | … | … | 0.59 | 24.81 | 10.59 | 23.48 | 41.49 | 19.24 | 38.78 | 13.38 | 29.84 | 5.44 | 24.29 | 21.28 | 21.19 | 7.37 | 14.44 | 28.22 | 15.56 | 23.15 | 49.90 |
| Yield(%) | 0.00 | 0.00 | 2.99 | 6.68 | 14.36 | 12.48 | 11.40 | … | … | 0.00 | 0.00 | 9.14 | 0.00 | 0.00 | 31.59 | 29.48 | 6.52 | 21.69 | 14.68 | 6.62 | 11.50 | 7.19 | 9.48 | 5.65 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/12/2026, Common starting date is 04/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEMAX (EMERGING GROWTH FUND CLASS A) |
-11.35%
Apr 2021 – Apr 2024 |
-3.36%
Dec 2020 – Dec 2025 |
4.85%
Oct 2013 – Oct 2023 |
8.35%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEMAX (EMERGING GROWTH FUND CLASS A) |
33.46%
Feb 2009 – Feb 2012 |
28.51%
Feb 2009 – Feb 2014 |
17.96%
Sep 2011 – Sep 2021 |
13.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart