Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ACWDX (Aston/Crosswind Small Cap Grow) 15.62% 35.22% 17.37% 7.74% 11.68% 10.37% NA
Data as of 06/04/2026, Common starting date is 11/05/2010
More Performance Analytics Comparison
Name Start Date End Date
ACWDX (Aston/Crosswind Small Cap Grow) 11/05/2010 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 1.32 35.22 17.37 7.74 11.68 10.37 NA 15.62 10.97 9.27 21.13 -22.32 12.52 45.63 20.24 -5.14 18.69 -5.42 -1.50 8.11 42.26 24.17 -11.96 8.66
Sharpe Ratio NA 1.78 0.73 0.22 0.44 NA NA 1.68 0.36 0.34 1.03 -0.81 0.60 1.11 1.01 -0.30 1.52 -0.27 -0.09 0.45 3.25 1.31 -0.36 4.67
Standard Deviation(%) NA 18.09 19.25 21.29 23.17 NA NA 20.35 22.76 16.44 17.10 29.57 20.97 40.87 18.51 21.59 11.93 20.99 17.32 17.93 13.01 18.53 33.05 15.70
Draw Down(%) NA 10.07 26.64 32.74 38.86 NA NA 10.07 25.21 9.01 13.31 29.23 14.85 38.86 16.46 28.38 7.36 25.21 17.76 12.30 5.28 13.72 34.37 3.89
Yield(%) 0.00 11.38 4.81 2.88 10.22 9.70 8.25 0.00 10.84 0.81 0.00 1.57 40.13 5.58 0.00 0.00 0.00 0.00 0.02 3.90 17.78 9.08 0.00 0.00
Data as of 06/04/2026, Common starting date is 11/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACWDX (Aston/Crosswind Small Cap Grow) -0.45%
Oct 2013 – Oct 2016
-1.57%
Mar 2015 – Mar 2020
5.86%
Apr 2015 – Apr 2025
9.23%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACWDX (Aston/Crosswind Small Cap Grow) 26.11%
Jul 2012 – Jul 2015
20.20%
Oct 2016 – Oct 2021
15.46%
Sep 2011 – Sep 2021
9.89%
Jan 2011 – Jan 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return