Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSDIX (Wisdom Instl) | NA | 67.86% | -5.84% | -1.59% | NA | NA | NA | … | … |
Data as of 03/05/2010, Common starting date is 03/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSDIX (Wisdom Instl) | 03/13/2001 | 03/05/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 67.86 | -5.84 | -1.59 | NA | NA | NA | … | … | -0.35 | 19.82 | -32.18 | 0.77 | 13.07 | 0.51 | 10.37 | 18.20 | -4.09 | 0.37 |
| Sharpe Ratio | NA | 3.07 | -0.26 | -0.16 | NA | NA | NA | … | … | -0.20 | 0.72 | -0.92 | -0.18 | 1.18 | -0.16 | 1.26 | 1.73 | -0.41 | -0.15 |
| Standard Deviation(%) | NA | 22.05 | 27.21 | 22.01 | NA | NA | NA | … | … | 10.72 | 27.51 | 35.77 | 13.38 | 8.19 | 11.06 | 7.42 | 10.12 | 12.89 | 11.93 |
| Draw Down(%) | NA | 5.82 | 55.14 | 55.14 | NA | NA | NA | … | … | 4.73 | 31.68 | 41.45 | 8.18 | 5.67 | 6.09 | 6.39 | 9.88 | 15.58 | 12.56 |
| Yield(%) | 0.00 | 2.33 | 6.29 | 6.39 | 4.14 | 2.76 | 2.07 | … | … | 0.00 | 1.62 | 5.36 | 12.83 | 8.42 | 5.78 | 1.42 | 0.00 | 0.00 | 0.00 |
Data as of 03/05/2010, Common starting date is 03/13/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSDIX (Wisdom Instl) |
-16.03%
Feb 2006 – Feb 2009 |
-8.50%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSDIX (Wisdom Instl) |
11.55%
Feb 2003 – Feb 2006 |
9.35%
Oct 2002 – Oct 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart