Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/23/2012.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WGGFX (Winslow Green Growth Inv) | NA | 14.02% | 3.58% | -9.07% | 7.76% | NA | NA | 1.69% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGGFX (Winslow Green Growth Inv) | 05/10/2001 | 10/23/2012 |
The return data shown below all have the same latest date: 10/23/2012.
AR inception is since 05/10/2001.
AR inception is since 05/10/2001.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.85 | 14.02 | 3.58 | -9.07 | 7.76 | NA | NA | 1.69 | 13.19 | -14.10 | 7.50 | 49.22 | -61.01 | 23.47 | 12.77 | 12.18 | 12.09 | 91.74 | -37.52 | -5.73 |
| Sharpe Ratio | NA | 0.82 | 0.14 | -0.29 | 0.24 | NA | NA | 0.02 | 0.98 | -0.47 | 0.28 | 1.40 | -1.34 | 0.96 | 0.46 | 0.52 | 0.53 | 3.79 | -1.24 | -0.34 |
| Standard Deviation(%) | NA | 20.92 | 25.40 | 32.66 | 27.64 | NA | NA | 28.21 | 16.80 | 30.02 | 26.11 | 35.06 | 45.99 | 21.49 | 20.61 | 19.34 | 21.17 | 24.05 | 31.15 | 32.01 |
| Draw Down(%) | NA | 9.94 | 33.71 | 71.68 | 71.68 | NA | NA | 71.68 | 7.85 | 33.71 | 21.55 | 32.96 | 70.84 | 11.60 | 20.84 | 22.26 | 26.91 | 10.10 | 49.01 | 38.61 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.96 | 2.23 | 0.85 | 0.64 | 1.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.48 | 5.23 | 0.11 | 1.42 | 1.63 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGGFX (Winslow Green Growth Inv) |
-26.32%
Feb 2006 - Feb 2009 |
-11.37%
Feb 2004 - Feb 2009 |
1.20%
Dec 2001 - Dec 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGGFX (Winslow Green Growth Inv) |
41.07%
Feb 2003 - Feb 2006 |
28.82%
Oct 2002 - Oct 2007 |
7.90%
Sep 2002 - Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart