Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSDBX (Wisdom B) | NA | 66.16% | -6.74% | -2.55% | NA | NA | NA | … | … |
Data as of 03/05/2010, Common starting date is 01/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSDBX (Wisdom B) | 01/07/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 66.16 | -6.74 | -2.55 | NA | NA | NA | … | … | -0.39 | 18.46 | -32.81 | -0.24 | 11.99 | -0.50 | 9.23 | 16.99 | -4.03 |
| Sharpe Ratio | NA | 3.03 | -0.29 | -0.20 | NA | NA | NA | … | … | -0.21 | 0.67 | -0.94 | -0.24 | 1.06 | -0.24 | 1.11 | 1.60 | -0.40 |
| Standard Deviation(%) | NA | 21.80 | 27.43 | 22.34 | NA | NA | NA | … | … | 10.83 | 27.52 | 35.87 | 13.42 | 8.20 | 11.27 | 7.43 | 10.18 | 12.99 |
| Draw Down(%) | NA | 5.90 | 55.91 | 55.91 | NA | NA | NA | … | … | 4.68 | 31.76 | 41.98 | 8.40 | 5.93 | 6.39 | 6.69 | 9.97 | 15.88 |
| Yield(%) | 0.00 | 0.32 | 6.38 | 6.44 | 4.07 | 2.71 | 2.04 | … | … | 0.00 | 0.22 | 5.79 | 13.59 | 8.79 | 6.01 | 1.45 | 0.00 | 0.00 |
Data as of 03/05/2010, Common starting date is 01/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSDBX (Wisdom B) |
-16.86%
Feb 2006 – Feb 2009 |
-9.41%
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 |
|---|---|---|---|---|
| WSDBX (Wisdom B) |
10.44%
Feb 2003 – Feb 2006 |
8.27%
Oct 2002 – Oct 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart