Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHLIX (Wintrust Capital Disciplined Equity I) | NA | 12.73% | 8.12% | NA | NA | NA | NA | … | … |
Data as of 12/17/2012, Common starting date is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHLIX (Wintrust Capital Disciplined Equity I) | 06/05/2009 | 12/17/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.61 | 12.73 | 8.12 | NA | NA | NA | NA | … | … | 8.35 | 1.02 | 14.40 | 18.10 |
| Sharpe Ratio | NA | 0.83 | 0.44 | NA | NA | NA | NA | … | … | 0.64 | 0.04 | 0.82 | 2.10 |
| Standard Deviation(%) | NA | 14.05 | 18.31 | NA | NA | NA | NA | … | … | 13.68 | 22.33 | 17.55 | 15.90 |
| Draw Down(%) | NA | 8.78 | 17.36 | NA | NA | NA | NA | … | … | 8.78 | 17.36 | 14.95 | 5.69 |
| Yield(%) | 0.00 | 0.81 | 3.86 | 2.71 | 1.36 | 0.90 | 0.68 | … | … | 0.77 | 5.90 | 4.02 | 0.00 |
Data as of 12/17/2012, 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 |
|---|---|---|---|---|
| WHLIX (Wintrust Capital Disciplined Equity I) |
10.18%
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 |
|---|---|---|---|---|
| WHLIX (Wintrust Capital Disciplined Equity I) |
13.26%
Jul 2009 – Jul 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart