Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CONWX (CONCORDE WEALTH MANAGEMENT FUND CONCORDE WEALTH MANAGEMENT FUND) | 7.97% | 17.63% | 12.66% | 6.62% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/28/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CONWX (CONCORDE WEALTH MANAGEMENT FUND CONCORDE WEALTH MANAGEMENT FUND) | 07/28/2016 | 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 (%) | 0.53 | 17.63 | 12.66 | 6.62 | NA | NA | NA | … | … | 7.97 | 11.95 | 13.58 | 0.20 | -2.51 | 19.73 | 8.76 | 16.84 | -1.95 | 7.16 | 2.10 |
| Sharpe Ratio | NA | 1.99 | 1.08 | 0.41 | NA | NA | NA | … | … | 2.16 | 0.85 | 1.25 | -0.43 | -0.27 | 2.14 | 0.39 | 2.12 | -0.38 | 1.62 | 0.76 |
| Standard Deviation(%) | NA | 6.99 | 8.83 | 10.17 | NA | NA | NA | … | … | 7.49 | 10.76 | 7.98 | 8.15 | 14.45 | 9.21 | 21.79 | 7.24 | 8.72 | 4.02 | 6.17 |
| Draw Down(%) | NA | 3.68 | 9.85 | 12.49 | NA | NA | NA | … | … | 3.68 | 8.80 | 6.44 | 7.39 | 12.49 | 3.92 | 26.09 | 4.95 | 13.71 | 1.96 | 2.72 |
| Yield(%) | 0.00 | 3.88 | 5.82 | 5.14 | 5.07 | 3.38 | 2.53 | … | … | 0.00 | 3.96 | 10.82 | 2.15 | 7.08 | 4.20 | 4.05 | 2.46 | 4.72 | 2.57 | 0.18 |
Data as of 06/04/2026, Common starting date is 07/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONWX (CONCORDE WEALTH MANAGEMENT FUND CONCORDE WEALTH MANAGEMENT FUND) |
0.06%
Mar 2017 – Mar 2020 |
5.32%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONWX (CONCORDE WEALTH MANAGEMENT FUND CONCORDE WEALTH MANAGEMENT FUND) |
15.02%
Dec 2018 – Dec 2021 |
12.30%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart