Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWCIX (CWC SMALL CAP AGGRESSIVE VALUE FUND CWC SMALL CAP AGGRESSIVE VALUE FUND – INSTITUTIONAL CLASS) | NA | 31.06% | 2.60% | 6.03% | NA | NA | NA | … | … |
Data as of 01/24/2017, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWCIX (CWC SMALL CAP AGGRESSIVE VALUE FUND CWC SMALL CAP AGGRESSIVE VALUE FUND – INSTITUTIONAL CLASS) | 01/03/2011 | 01/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.06 | 2.60 | 6.03 | NA | NA | NA | … | … | 0.00 | 11.41 | -11.09 | 4.09 | 31.31 | 7.20 | -12.03 |
| Sharpe Ratio | NA | 1.66 | 0.15 | 0.35 | NA | NA | NA | … | … | 0.00 | 0.62 | -0.66 | 0.25 | 2.17 | 0.38 | -0.38 |
| Standard Deviation(%) | NA | 16.92 | 16.86 | 16.86 | NA | NA | NA | … | … | NA | 18.02 | 16.91 | 16.17 | 14.43 | 19.01 | 32.08 |
| Draw Down(%) | NA | 9.32 | 31.12 | 31.12 | NA | NA | NA | … | … | 0.00 | 17.68 | 18.08 | 11.41 | 5.97 | 17.60 | 31.04 |
| Yield(%) | 0.00 | 41.58 | 14.42 | 10.76 | 5.13 | 3.42 | 2.57 | … | … | 0.00 | 35.95 | 2.59 | 10.61 | 0.00 | 0.24 | 0.25 |
Data as of 01/24/2017, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWCIX (CWC SMALL CAP AGGRESSIVE VALUE FUND CWC SMALL CAP AGGRESSIVE VALUE FUND – INSTITUTIONAL CLASS) |
-1.38%
Oct 2013 – Oct 2016 |
0.23%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWCIX (CWC SMALL CAP AGGRESSIVE VALUE FUND CWC SMALL CAP AGGRESSIVE VALUE FUND – INSTITUTIONAL CLASS) |
16.17%
Sep 2011 – Sep 2014 |
8.45%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart