Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHLAX (Wintrust Capital Disciplined Equity A) | NA | 12.51% | 7.43% | NA | NA | NA | NA | … | … |
Data as of 12/14/2012, Common starting date is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHLAX (Wintrust Capital Disciplined Equity A) | 06/05/2009 | 12/14/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.35 | 12.51 | 7.43 | NA | NA | NA | NA | … | … | 8.31 | 0.73 | 14.12 | 17.90 |
| Sharpe Ratio | NA | 0.90 | 0.40 | NA | NA | NA | NA | … | … | 0.64 | 0.03 | 0.80 | 2.07 |
| Standard Deviation(%) | NA | 13.85 | 18.23 | NA | NA | NA | NA | … | … | 13.53 | 22.30 | 17.53 | 15.94 |
| Draw Down(%) | NA | 8.60 | 17.41 | NA | NA | NA | NA | … | … | 8.60 | 17.41 | 14.98 | 5.70 |
| Yield(%) | 0.00 | 5.78 | 3.60 | 2.56 | 1.28 | 0.85 | 0.64 | … | … | 0.63 | 5.73 | 3.72 | 0.00 |
Data as of 12/14/2012, Common starting date is 06/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHLAX (Wintrust Capital Disciplined Equity A) |
9.90%
Nov 2009 – Nov 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHLAX (Wintrust Capital Disciplined Equity A) |
12.96%
Jul 2009 – Jul 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart