Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCWSX (CHAUTAUQUA INTERNATIONAL GROWTH FUND INVESTOR CLASS) | -4.81% | 0.90% | 7.99% | 2.98% | 8.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/18/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCWSX (CHAUTAUQUA INTERNATIONAL GROWTH FUND INVESTOR 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 (%) | 0.43 | 0.90 | 7.99 | 2.98 | 8.73 | NA | NA | … | … | -4.81 | 19.41 | 11.31 | 12.16 | -18.05 | 6.61 | 39.37 | 26.43 | -17.21 | 35.86 | -4.40 |
| Sharpe Ratio | NA | -0.09 | 0.29 | 0.03 | 0.39 | NA | NA | … | … | -0.68 | 0.95 | 0.51 | 0.59 | -0.78 | 0.41 | 1.39 | 1.68 | -0.99 | 4.16 | -0.40 |
| Standard Deviation(%) | NA | 16.40 | 16.58 | 18.21 | 18.43 | NA | NA | … | … | 20.75 | 17.68 | 14.95 | 14.52 | 24.92 | 16.20 | 28.00 | 14.82 | 18.80 | 8.50 | 15.92 |
| Draw Down(%) | NA | 19.75 | 19.75 | 34.59 | 34.59 | NA | NA | … | … | 19.75 | 17.45 | 9.69 | 16.94 | 30.00 | 11.08 | 29.95 | 9.48 | 26.47 | 3.57 | 11.56 |
| Yield(%) | 0.00 | 1.49 | 0.83 | 0.68 | 1.56 | 1.06 | 0.79 | … | … | 0.00 | 1.68 | 0.50 | 0.18 | 0.65 | 0.50 | 0.39 | 2.31 | 1.99 | 4.31 | 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 |
|---|---|---|---|---|
| CCWSX (CHAUTAUQUA INTERNATIONAL GROWTH FUND INVESTOR CLASS) |
-1.68%
Apr 2021 – Apr 2024 |
2.19%
Mar 2021 – Mar 2026 |
8.79%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCWSX (CHAUTAUQUA INTERNATIONAL GROWTH FUND INVESTOR CLASS) |
23.39%
Dec 2018 – Dec 2021 |
16.43%
Oct 2016 – Oct 2021 |
8.79%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart