Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCWIX (CHAUTAUQUA INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS) | -4.69% | 1.18% | 8.26% | 3.22% | 9.00% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/18/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCWIX (CHAUTAUQUA INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS) | 04/18/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 1.18 | 8.26 | 3.22 | 9.00 | NA | NA | … | … | -4.69 | 19.74 | 11.59 | 12.41 | -17.85 | 6.89 | 39.84 | 26.72 | -16.94 | 36.12 | -4.30 |
| Sharpe Ratio | NA | -0.08 | 0.30 | 0.04 | 0.40 | NA | NA | … | … | -0.67 | 0.97 | 0.53 | 0.61 | -0.78 | 0.42 | 1.41 | 1.70 | -0.98 | 4.23 | -0.39 |
| Standard Deviation(%) | NA | 16.40 | 16.58 | 18.22 | 18.44 | NA | NA | … | … | 20.76 | 17.65 | 14.94 | 14.55 | 24.97 | 16.24 | 28.01 | 14.84 | 18.80 | 8.41 | 15.94 |
| Draw Down(%) | NA | 19.72 | 19.72 | 34.44 | 34.44 | NA | NA | … | … | 19.72 | 17.45 | 9.66 | 16.94 | 29.89 | 11.07 | 29.98 | 9.45 | 26.34 | 3.57 | 11.63 |
| Yield(%) | 0.00 | 1.98 | 1.12 | 0.85 | 1.87 | 1.27 | 0.95 | … | … | 0.00 | 2.23 | 0.70 | 0.23 | 0.73 | 0.50 | 0.90 | 2.65 | 2.23 | 4.49 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/18/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCWIX (CHAUTAUQUA INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS) |
-1.44%
Apr 2021 – Apr 2024 |
2.44%
Mar 2021 – Mar 2026 |
9.06%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCWIX (CHAUTAUQUA INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS) |
23.73%
Dec 2018 – Dec 2021 |
16.72%
Oct 2016 – Oct 2021 |
9.06%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart