Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHSAX (Wintrust Capital Small Cap Opportunity A) | NA | -7.61% | -11.20% | -3.52% | NA | NA | NA | … | … |
Data as of 12/16/2014, Common starting date is 12/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHSAX (Wintrust Capital Small Cap Opportunity A) | 12/05/2008 | 12/16/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.02 | -7.61 | -11.20 | -3.52 | NA | NA | NA | … | … | -36.74 | 6.57 | -0.64 | 26.72 | 23.27 | 14.30 |
| Sharpe Ratio | NA | -0.42 | -0.13 | NA | NA | NA | NA | … | … | -0.39 | 0.38 | -0.02 | 1.20 | 0.63 | 10.82 |
| Standard Deviation(%) | NA | 87.60 | 85.18 | NA | NA | NA | NA | … | … | 52.03 | 17.84 | 30.44 | 22.11 | 36.96 | 57.78 |
| Draw Down(%) | NA | 36.74 | 41.77 | 41.77 | NA | NA | NA | … | … | 36.74 | 15.21 | 28.98 | 17.20 | 33.81 | 6.36 |
| Yield(%) | 0.00 | 0.00 | 6.92 | 5.53 | 3.96 | 2.64 | 1.98 | … | … | 0.00 | 0.00 | 16.20 | 8.47 | 0.00 | 0.00 |
Data as of 12/16/2014, Common starting date is 12/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHSAX (Wintrust Capital Small Cap Opportunity A) |
-7.97%
Sep 2011 – Sep 2014 |
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 |
|---|---|---|---|---|
| WHSAX (Wintrust Capital Small Cap Opportunity A) |
30.27%
Feb 2009 – Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart