Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPITX (WP INTERNATIONAL COMPANIES INCOME PLUS FUND INSTITUTIONAL CLASS SHARES) | NA | -46.90% | -29.66% | -18.23% | NA | NA | NA | … | … |
Data as of 12/14/2022, Common starting date is 01/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPITX (WP INTERNATIONAL COMPANIES INCOME PLUS FUND INSTITUTIONAL CLASS SHARES) | 01/15/2016 | 12/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -46.90 | -29.66 | -18.23 | NA | NA | NA | … | … | -50.50 | 17.67 | -39.94 | 32.69 | -24.92 | 24.20 | 4.20 |
| Sharpe Ratio | NA | -1.01 | -0.64 | -0.49 | NA | NA | NA | … | … | -1.12 | 0.60 | -0.67 | 1.52 | -1.10 | 2.22 | 0.28 |
| Standard Deviation(%) | NA | 47.64 | 46.90 | 38.97 | NA | NA | NA | … | … | 47.88 | 29.41 | 59.42 | 20.56 | 23.92 | 10.67 | 14.67 |
| Draw Down(%) | NA | 54.67 | 67.70 | 67.70 | NA | NA | NA | … | … | 54.67 | 15.64 | 62.74 | 11.03 | 34.27 | 4.85 | 8.29 |
| Yield(%) | 0.00 | 0.00 | 0.59 | 0.88 | 0.56 | 0.37 | 0.28 | … | … | 0.00 | 0.00 | 0.00 | 2.44 | 0.00 | 3.13 | 0.00 |
Data as of 12/14/2022, Common starting date is 01/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPITX (WP INTERNATIONAL COMPANIES INCOME PLUS FUND INSTITUTIONAL CLASS SHARES) |
-28.72%
Nov 2019 – Nov 2022 |
-18.96%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPITX (WP INTERNATIONAL COMPANIES INCOME PLUS FUND INSTITUTIONAL CLASS SHARES) |
8.48%
Dec 2016 – Dec 2019 |
-1.30%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart