Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHLYX (Wintrust Capital Disciplined Equity Y) | NA | 12.57% | 8.13% | NA | NA | NA | NA | … | … |
Data as of 12/17/2012, Common starting date is 08/19/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHLYX (Wintrust Capital Disciplined Equity Y) | 08/19/2009 | 12/17/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.77 | 12.57 | 8.13 | NA | NA | NA | NA | … | … | 8.27 | 1.07 | 14.47 | 10.59 |
| Sharpe Ratio | NA | 0.82 | 0.44 | NA | NA | NA | NA | … | … | 0.63 | 0.05 | 0.82 | 2.04 |
| Standard Deviation(%) | NA | 14.06 | 18.30 | NA | NA | NA | NA | … | … | 13.69 | 22.27 | 17.60 | 15.38 |
| Draw Down(%) | NA | 8.95 | 17.37 | NA | NA | NA | NA | … | … | 8.95 | 17.37 | 14.96 | 5.78 |
| Yield(%) | 0.00 | 0.86 | 4.03 | 2.65 | 1.33 | 0.88 | 0.66 | … | … | 0.82 | 6.25 | 4.07 | 0.00 |
Data as of 12/17/2012, Common starting date is 08/19/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHLYX (Wintrust Capital Disciplined Equity Y) |
10.25%
Nov 2009 – Nov 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 |
|---|---|---|---|---|
| WHLYX (Wintrust Capital Disciplined Equity Y) |
12.62%
Sep 2009 – Sep 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart