WAYEX vs. PHSWX
Compare and contrast key facts about Waycross Long/Short Equity Fund (WAYEX) and Parvin Hedged Equity Solari World Fund (PHSWX).
WAYEX is managed by Waycross. It was launched on Apr 28, 2015. PHSWX is managed by Parvin Funds. It was launched on Jan 27, 2021.
Performance
WAYEX vs. PHSWX - Performance Comparison
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WAYEX vs. PHSWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WAYEX Waycross Long/Short Equity Fund | -7.02% | 13.16% | 22.40% | 18.99% | -11.66% | 12.54% |
PHSWX Parvin Hedged Equity Solari World Fund | 4.82% | 22.65% | 1.35% | 1.80% | -12.69% | 3.47% |
Returns By Period
In the year-to-date period, WAYEX achieves a -7.02% return, which is significantly lower than PHSWX's 4.82% return.
WAYEX
- 1D
- -0.36%
- 1M
- -5.87%
- YTD
- -7.02%
- 6M
- -4.88%
- 1Y
- 8.66%
- 3Y*
- 13.91%
- 5Y*
- 7.63%
- 10Y*
- 9.10%
PHSWX
- 1D
- -0.36%
- 1M
- -11.50%
- YTD
- 4.82%
- 6M
- 5.04%
- 1Y
- 19.46%
- 3Y*
- 8.80%
- 5Y*
- 3.75%
- 10Y*
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WAYEX vs. PHSWX - Expense Ratio Comparison
WAYEX has a 2.27% expense ratio, which is higher than PHSWX's 0.01% expense ratio.
Return for Risk
WAYEX vs. PHSWX — Risk / Return Rank
WAYEX
PHSWX
WAYEX vs. PHSWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Waycross Long/Short Equity Fund (WAYEX) and Parvin Hedged Equity Solari World Fund (PHSWX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| WAYEX | PHSWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.24 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.71 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.95 | 1.31 | -0.36 |
Martin ratioReturn relative to average drawdown | 4.11 | 4.99 | -0.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WAYEX | PHSWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.24 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.00 | +0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.00 | +0.67 |
Correlation
The correlation between WAYEX and PHSWX is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WAYEX vs. PHSWX - Dividend Comparison
WAYEX's dividend yield for the trailing twelve months is around 5.69%, more than PHSWX's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAYEX Waycross Long/Short Equity Fund | 5.69% | 5.29% | 12.41% | 2.86% | 0.00% | 5.33% | 1.17% | 1.05% | 0.00% | 1.01% |
PHSWX Parvin Hedged Equity Solari World Fund | 0.46% | 0.49% | 1.12% | 2.04% | 2.24% | 2.02% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WAYEX vs. PHSWX - Drawdown Comparison
The maximum WAYEX drawdown since its inception was -20.77%, smaller than the maximum PHSWX drawdown of -94.47%. Use the drawdown chart below to compare losses from any high point for WAYEX and PHSWX.
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Drawdown Indicators
| WAYEX | PHSWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.77% | -94.47% | +73.70% |
Max Drawdown (1Y)Largest decline over 1 year | -8.05% | -14.06% | +6.01% |
Max Drawdown (5Y)Largest decline over 5 years | -17.31% | -94.47% | +77.16% |
Max Drawdown (10Y)Largest decline over 10 years | -20.77% | — | — |
Current DrawdownCurrent decline from peak | -8.05% | -93.08% | +85.03% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -27.28% | +23.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 3.70% | -1.84% |
Volatility
WAYEX vs. PHSWX - Volatility Comparison
The current volatility for Waycross Long/Short Equity Fund (WAYEX) is 2.40%, while Parvin Hedged Equity Solari World Fund (PHSWX) has a volatility of 6.32%. This indicates that WAYEX experiences smaller price fluctuations and is considered to be less risky than PHSWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WAYEX | PHSWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.40% | 6.32% | -3.92% |
Volatility (6M)Calculated over the trailing 6-month period | 5.37% | 13.14% | -7.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.95% | 15.44% | -5.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.36% | 1,067.69% | -1,057.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.53% | 1,043.51% | -1,031.98% |