Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRSIX (Walthausen Select Value Fund R6 Class) | NA | -24.81% | -5.30% | NA | NA | NA | NA | … | … |
Data as of 05/21/2020, Common starting date is 11/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRSIX (Walthausen Select Value Fund R6 Class) | 11/02/2016 | 05/21/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | -24.81 | -5.30 | NA | NA | NA | NA | … | … | -32.16 | 23.01 | -47.44 | 17.54 | 14.41 |
| Sharpe Ratio | NA | -0.66 | -0.25 | NA | NA | NA | NA | … | … | -1.07 | 1.34 | -0.93 | 1.45 | 8.21 |
| Standard Deviation(%) | NA | 39.01 | 25.91 | NA | NA | NA | NA | … | … | 59.47 | 16.28 | 52.35 | 11.70 | 15.64 |
| Draw Down(%) | NA | 41.86 | 41.86 | NA | NA | NA | NA | … | … | 41.86 | 8.47 | 54.27 | 6.24 | 3.49 |
| Yield(%) | 0.00 | 5.30 | 13.71 | 9.82 | 4.91 | 3.27 | 2.46 | … | … | 0.00 | 6.15 | 32.27 | 0.96 | 0.00 |
Data as of 05/21/2020, Common starting date is 11/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRSIX (Walthausen Select Value Fund R6 Class) |
-4.45%
Mar 2017 – Mar 2020 |
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 |
|---|---|---|---|---|
| WRSIX (Walthausen Select Value Fund R6 Class) |
9.32%
Dec 2016 – Dec 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart