Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSDVX (Wisdom Inv) | NA | 67.69% | -6.03% | -1.80% | 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 |
|---|---|---|
| WSDVX (Wisdom Inv) | 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 | 67.69 | -6.03 | -1.80 | NA | NA | NA | … | … | -0.24 | 19.49 | -32.37 | 0.55 | 12.88 | 0.23 | 10.07 | 17.81 | -4.26 | 0.37 |
| Sharpe Ratio | NA | 3.10 | -0.26 | -0.16 | NA | NA | NA | … | … | -0.13 | 0.71 | -0.93 | -0.19 | 1.17 | -0.17 | 1.24 | 1.68 | -0.42 | -0.13 |
| Standard Deviation(%) | NA | 21.80 | 27.36 | 22.27 | NA | NA | NA | … | … | 11.02 | 27.45 | 35.77 | 13.36 | 8.23 | 11.09 | 7.37 | 10.18 | 12.86 | 12.06 |
| Draw Down(%) | NA | 5.79 | 55.37 | 55.37 | NA | NA | NA | … | … | 4.71 | 31.79 | 41.53 | 8.29 | 5.73 | 6.14 | 6.42 | 9.88 | 15.64 | 12.36 |
| Yield(%) | 0.00 | 1.71 | 6.28 | 6.38 | 4.10 | 2.73 | 2.05 | … | … | 0.00 | 1.18 | 5.45 | 13.00 | 8.49 | 5.84 | 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 |
|---|---|---|---|---|
| WSDVX (Wisdom Inv) |
-16.24%
Feb 2006 – Feb 2009 |
-8.73%
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 |
|---|---|---|---|---|
| WSDVX (Wisdom Inv) |
11.27%
Feb 2003 – Feb 2006 |
9.07%
Oct 2002 – Oct 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart