Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WVLIX (Carne Large Cap Value Institutional) | NA | 22.03% | 16.60% | NA | NA | NA | NA | … | … |
Data as of 06/20/2013, Common starting date is 11/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WVLIX (Carne Large Cap Value Institutional) | 11/03/2009 | 06/20/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.36 | 22.03 | 16.60 | NA | NA | NA | NA | … | … | 16.42 | 15.30 | 8.32 | 8.72 | 8.46 |
| Sharpe Ratio | NA | 1.84 | 0.95 | NA | NA | NA | NA | … | … | 3.61 | 1.18 | 0.36 | 0.53 | 5.90 |
| Standard Deviation(%) | NA | 11.95 | 17.24 | NA | NA | NA | NA | … | … | 10.61 | 13.00 | 23.09 | 16.19 | 11.31 |
| Draw Down(%) | NA | 7.91 | 19.67 | NA | NA | NA | NA | … | … | 3.11 | 9.66 | 19.67 | 15.31 | 1.50 |
| Yield(%) | 0.00 | 6.39 | 5.59 | 3.63 | 1.81 | 1.21 | 0.91 | … | … | 0.26 | 6.76 | 8.21 | 0.00 | 0.00 |
Data as of 06/20/2013, Common starting date is 11/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVLIX (Carne Large Cap Value Institutional) |
10.73%
Dec 2009 – Dec 2012 |
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 |
|---|---|---|---|---|
| WVLIX (Carne Large Cap Value Institutional) |
17.89%
May 2010 – May 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart