Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWBHF (Charlotte’s Web Holdings Inc) | 13.51% | 320.00% | 22.23% | -37.96% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/13/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWBHF (Charlotte’s Web Holdings Inc) | 09/13/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -19.23 | 320.00 | 22.23 | -37.96 | NA | NA | NA | … | … | 13.51 | 322.22 | -60.00 | -61.54 | -49.02 | -69.09 | -57.03 | -30.85 | 0.89 |
| Sharpe Ratio | NA | 2.93 | 0.26 | -0.37 | NA | NA | NA | … | … | 0.91 | 2.44 | -0.73 | -0.82 | -0.49 | -0.93 | -0.66 | -0.44 | 0.01 |
| Standard Deviation(%) | NA | 139.24 | 111.49 | 103.49 | NA | NA | NA | … | … | 128.97 | 135.06 | 91.09 | 80.28 | 104.06 | 73.94 | 86.99 | 74.06 | 104.04 |
| Draw Down(%) | NA | 55.00 | 87.23 | 98.74 | NA | NA | NA | … | … | 53.26 | 55.00 | 68.00 | 72.13 | 75.00 | 84.66 | 73.47 | 69.15 | 37.14 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/13/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWBHF (Charlotte's Web Holdings Inc) |
-69.07%
Sep 2019 – Sep 2022 |
-60.95%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWBHF (Charlotte's Web Holdings Inc) |
35.72%
May 2023 – May 2026 |
-30.49%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart