Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGOV (Woodward Governor) | NA | 28.01% | 4.14% | 17.28% | 15.64% | NA | NA | … | … |
Data as of 01/28/2011, Common starting date is 06/04/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGOV (Woodward Governor) | 06/04/1996 | 01/28/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.28 | 28.01 | 4.14 | 17.28 | 15.64 | NA | NA | … | … | -10.78 | 46.37 | 13.25 | -31.84 | 71.82 | 39.20 | 20.39 | 26.34 | 32.47 | -24.34 | 30.50 | 70.33 | 35.11 | -25.92 | 3.48 | 50.86 |
| Sharpe Ratio | NA | 0.74 | 0.05 | 0.21 | NA | NA | NA | … | … | -2.68 | 1.20 | 0.17 | -0.42 | 1.86 | 1.13 | 0.53 | 0.78 | 0.90 | -0.69 | 0.56 | 1.70 | 0.93 | -0.85 | -1.50 | 2.64 |
| Standard Deviation(%) | NA | 37.60 | 74.65 | 78.53 | NA | NA | NA | … | … | 29.15 | 38.56 | 76.31 | 77.49 | 37.10 | 32.01 | 34.27 | 32.64 | 35.46 | 36.99 | 51.68 | 39.00 | 34.17 | 34.44 | 34.31 | 37.77 |
| Draw Down(%) | NA | 29.04 | 83.18 | 83.18 | 83.18 | NA | NA | … | … | 13.32 | 29.04 | 67.36 | 64.42 | 14.50 | 24.57 | 18.33 | 25.68 | 23.70 | 51.53 | 47.93 | 21.08 | 14.02 | 34.98 | 29.04 | 6.46 |
| Yield(%) | 0.00 | 0.91 | 0.38 | 0.24 | 0.38 | 0.21 | 0.16 | … | … | 0.00 | 0.91 | 1.00 | 0.32 | 0.56 | 0.23 | 0.26 | 0.29 | 0.36 | 0.26 | 0.37 | 0.59 | 0.75 | 0.52 | 0.10 | 0.00 |
Data as of 01/28/2011, Common starting date is 06/04/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGOV (Woodward Governor) |
-11.87%
Mar 2006 – Mar 2009 |
1.48%
Mar 2004 – Mar 2009 |
12.16%
Mar 1999 – Mar 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGOV (Woodward Governor) |
53.64%
Aug 1998 – Aug 2001 |
45.68%
Jul 2003 – Jul 2008 |
30.80%
Aug 1998 – Aug 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart