Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHGFX (Atlantic Whitehall Growth) | NA | 30.10% | -5.70% | -1.59% | -2.62% | NA | NA | … | … |
Data as of 12/04/2009, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHGFX (Atlantic Whitehall Growth) | 06/21/1996 | 12/04/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 30.10 | -5.70 | -1.59 | -2.62 | NA | NA | … | … | 21.73 | -38.73 | 11.31 | 5.11 | 4.26 | -0.45 | 31.85 | -27.11 | -13.00 | -2.04 | 42.54 | 23.84 | 30.01 | 9.32 |
| Sharpe Ratio | NA | 1.33 | -0.27 | -0.16 | -0.18 | NA | NA | … | … | 1.07 | -1.05 | 0.52 | 0.18 | 0.21 | -0.10 | 1.59 | -0.91 | -0.52 | -0.17 | 1.66 | 1.03 | -1.66 | 1.46 |
| Standard Deviation(%) | NA | 22.52 | 26.78 | 21.90 | 24.84 | NA | NA | … | … | 21.88 | 37.51 | 15.89 | 10.40 | 10.11 | 14.17 | 19.66 | 31.05 | 30.10 | 35.85 | 23.65 | 19.85 | 15.16 | 10.24 |
| Draw Down(%) | NA | 20.79 | 50.85 | 50.85 | 62.16 | NA | NA | … | … | 20.79 | 47.22 | 8.85 | 10.14 | 7.12 | 16.85 | 12.24 | 38.44 | 32.81 | 29.68 | 9.72 | 22.25 | 8.29 | 7.54 |
| Yield(%) | 0.00 | 0.46 | 11.03 | 11.28 | 5.39 | 8.84 | 6.63 | … | … | 0.42 | 0.00 | 31.98 | 7.80 | 17.28 | 8.79 | 0.00 | 0.00 | 0.00 | 2.87 | 14.25 | 18.91 | 16.40 | 11.47 |
Data as of 12/04/2009, 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 |
|---|---|---|---|---|
| WHGFX (Atlantic Whitehall Growth) |
-20.11%
Mar 2000 – Mar 2003 |
-9.05%
Aug 2000 – Aug 2005 |
-2.83%
Mar 1999 – Mar 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGFX (Atlantic Whitehall Growth) |
39.85%
Mar 1997 – Mar 2000 |
19.77%
Jul 1996 – Jul 2001 |
7.91%
Jul 1996 – Jul 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart