Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGIBX (Credit Suisse Large Cap Value B) | NA | 5.27% | -5.98% | 0.05% | 0.59% | NA | NA | … | … |
Data as of 11/09/2010, Common starting date is 06/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGIBX (Credit Suisse Large Cap Value B) | 06/26/1997 | 11/09/2010 |
| 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 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.27 | -5.98 | 0.05 | 0.59 | NA | NA | … | … | 3.37 | 26.26 | -36.57 | -0.03 | 18.29 | 7.39 | 10.93 | 23.67 | -16.22 | -7.29 | -1.89 | 9.68 | 18.15 | 13.32 |
| Sharpe Ratio | NA | 0.26 | -0.19 | -0.05 | -0.04 | NA | NA | … | … | 0.18 | 0.81 | -0.88 | -0.18 | 1.57 | 0.47 | 0.92 | 1.56 | -0.78 | -0.52 | -0.29 | 0.43 | 0.80 | 1.50 |
| Standard Deviation(%) | NA | 20.26 | 33.52 | 27.41 | 23.05 | NA | NA | … | … | 21.15 | 32.27 | 42.39 | 16.80 | 9.60 | 11.12 | 10.87 | 14.68 | 22.34 | 18.89 | 20.11 | 15.15 | 18.45 | 15.93 |
| Draw Down(%) | NA | 17.94 | 56.15 | 58.37 | 58.37 | NA | NA | … | … | 17.94 | 31.33 | 51.77 | 12.09 | 7.36 | 7.12 | 7.29 | 11.84 | 27.51 | 20.59 | 12.15 | 14.38 | 18.23 | 7.59 |
| Yield(%) | 0.00 | 0.81 | 6.53 | 10.03 | 5.98 | 6.43 | 4.83 | … | … | 0.54 | 0.87 | 0.69 | 18.47 | 23.30 | 12.65 | 7.15 | 3.20 | 2.46 | 7.16 | 0.20 | 3.10 | 11.23 | 4.42 |
Data as of 11/09/2010, Common starting date is 06/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGIBX (Credit Suisse Large Cap Value B) |
-16.65%
Feb 2006 – Feb 2009 |
-7.25%
Feb 2004 – Feb 2009 |
-3.00%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGIBX (Credit Suisse Large Cap Value B) |
16.58%
Mar 2003 – Mar 2006 |
13.99%
Sep 2002 – Sep 2007 |
7.00%
Oct 1997 – Oct 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
