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 |
|---|---|---|---|---|---|---|---|---|
| WGGIX (Winslow Green Growth Instl) | NA | 7.50% | 1.80% | -9.91% | NA | NA | NA | -6.06% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGGIX (Winslow Green Growth Instl) | 05/11/2006 | 10/23/2012 |
The return data shown below all have the same latest date: 10/23/2012.
AR inception is since 05/11/2006.
AR inception is since 05/11/2006.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.90 | 7.50 | 1.80 | -9.91 | NA | NA | NA | -6.06 | 6.74 | -13.80 | 7.81 | 49.72 | -60.94 | 23.81 | -4.29 |
| Sharpe Ratio | NA | 0.49 | 0.07 | -0.31 | NA | NA | NA | -0.22 | 0.46 | -0.46 | 0.30 | 1.42 | -1.34 | 0.97 | -0.45 |
| Standard Deviation(%) | NA | 21.66 | 25.92 | 33.33 | NA | NA | NA | 30.67 | 18.03 | 29.99 | 26.13 | 35.02 | 46.00 | 21.48 | 22.24 |
| Draw Down(%) | NA | 11.99 | 33.54 | 71.60 | NA | NA | NA | 71.60 | 11.99 | 33.54 | 21.53 | 32.96 | 70.74 | 11.58 | 18.82 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.95 | 0.56 | 0.37 | 0.28 | 0.94 | 0.00 | 0.00 | 0.00 | 0.00 | 0.47 | 5.22 | 0.10 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGGIX (Winslow Green Growth Instl) |
-19.44%
Jun 2007 - Jun 2010 |
-9.79%
Jun 2007 - Jun 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGGIX (Winslow Green Growth Instl) |
23.04%
Feb 2009 - Feb 2012 |
-2.17%
Jul 2006 - Jul 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart