Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPFRX (WESTPORT FUND WESTPORT FUND CLASS R) | NA | 9.36% | 6.17% | 12.13% | 8.34% | 9.23% | NA | … | … |
Data as of 10/13/2016, Common starting date is 01/11/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPFRX (WESTPORT FUND WESTPORT FUND CLASS R) | 01/11/2000 | 10/13/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.36 | 6.17 | 12.13 | 8.34 | 9.23 | NA | … | … | 10.59 | -5.42 | 8.60 | 28.55 | 12.26 | 3.23 | 20.49 | 32.17 | -30.27 | 13.71 | 13.20 | 11.60 | 16.86 | 29.36 | -16.91 | 1.25 | 0.84 |
| Sharpe Ratio | NA | 0.59 | 0.44 | 0.82 | 0.40 | NA | NA | … | … | 0.84 | -0.36 | 0.67 | 2.44 | 0.90 | 0.13 | 1.14 | 1.31 | -0.92 | 0.71 | 0.79 | 0.87 | 1.32 | 1.77 | -0.76 | -0.05 | -0.13 |
| Standard Deviation(%) | NA | 15.69 | 14.28 | 14.74 | 19.79 | NA | NA | … | … | 15.97 | 15.03 | 12.75 | 11.67 | 13.66 | 24.95 | 17.87 | 24.47 | 33.92 | 15.10 | 12.57 | 10.82 | 12.08 | 16.16 | 23.58 | 20.88 | 25.43 |
| Draw Down(%) | NA | 15.16 | 19.80 | 19.80 | 46.18 | NA | NA | … | … | 10.77 | 14.66 | 10.28 | 4.88 | 11.35 | 22.38 | 15.12 | 20.95 | 43.89 | 10.25 | 11.38 | 6.22 | 11.32 | 15.09 | 29.47 | 22.79 | 12.77 |
| Yield(%) | 0.00 | 28.51 | 12.24 | 11.23 | 7.57 | 8.65 | 5.97 | … | … | 20.63 | 10.17 | 4.36 | 3.88 | 0.09 | 3.30 | 0.39 | 0.00 | 0.23 | 3.85 | 11.35 | 7.23 | 1.44 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/13/2016, Common starting date is 01/11/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPFRX (WESTPORT FUND WESTPORT FUND CLASS R) |
-10.11%
Mar 2000 – Mar 2003 |
-0.22%
Feb 2004 – Feb 2009 |
3.71%
Aug 2000 – Aug 2010 |
6.91%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPFRX (WESTPORT FUND WESTPORT FUND CLASS R) |
26.73%
Feb 2009 – Feb 2012 |
22.01%
Feb 2009 – Feb 2014 |
12.52%
Mar 2003 – Mar 2013 |
9.70%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart