Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWCFX (CHRISTOPHER WEIL & COMPANY CORE INVESTMENT FUND CHRISTOPHER WEIL & COMPANY CORE INVESTMENT FUND) | NA | -27.90% | -10.96% | -3.73% | 1.94% | NA | NA | … | … |
Data as of 02/12/2025, Common starting date is 12/22/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWCFX (CHRISTOPHER WEIL & COMPANY CORE INVESTMENT FUND CHRISTOPHER WEIL & COMPANY CORE INVESTMENT FUND) | 12/22/2011 | 02/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -27.90 | -10.96 | -3.73 | 1.94 | NA | NA | … | … | 0.00 | -26.60 | 5.41 | -14.52 | 5.17 | 22.41 | 27.36 | -2.87 | 18.34 | 4.22 | -3.68 | 11.04 | 31.88 | 9.78 | 0.30 |
| Sharpe Ratio | NA | -0.73 | -0.49 | -0.21 | 0.01 | NA | NA | … | … | 0.00 | -0.70 | 0.09 | -0.72 | 0.19 | 0.72 | 2.09 | -0.24 | 2.23 | 0.26 | -0.23 | 0.71 | 2.63 | 0.85 | NA |
| Standard Deviation(%) | NA | 47.26 | 30.87 | 30.23 | 23.59 | NA | NA | … | … | NA | 47.31 | 13.14 | 22.04 | 27.26 | 30.79 | 12.41 | 17.25 | 7.98 | 15.56 | 15.81 | 15.61 | 12.12 | 11.51 | NA |
| Draw Down(%) | NA | 37.33 | 37.33 | 47.38 | 47.38 | NA | NA | … | … | 0.00 | 37.33 | 14.24 | 22.51 | 20.44 | 28.90 | 6.75 | 19.38 | 2.95 | 11.48 | 13.07 | 10.84 | 5.53 | 8.31 | NA |
| Yield(%) | 0.00 | 0.31 | 0.14 | 0.11 | 3.96 | 5.00 | 3.75 | … | … | 0.00 | 0.32 | 0.12 | 0.00 | 0.00 | 0.07 | 13.83 | 11.59 | 9.78 | 0.64 | 6.90 | 2.35 | 11.73 | 0.31 | 0.00 |
Data as of 02/12/2025, Common starting date is 12/22/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWCFX (CHRISTOPHER WEIL & COMPANY CORE INVESTMENT FUND CHRISTOPHER WEIL & COMPANY CORE INVESTMENT FUND) |
-12.87%
Dec 2021 – Dec 2024 |
-3.17%
Dec 2019 – Dec 2024 |
2.27%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWCFX (CHRISTOPHER WEIL & COMPANY CORE INVESTMENT FUND CHRISTOPHER WEIL & COMPANY CORE INVESTMENT FUND) |
22.67%
Oct 2018 – Oct 2021 |
18.75%
Jun 2016 – Jun 2021 |
10.74%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart