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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CWCRX (CWC SMALL CAP AGGRESSIVE VALUE FUND CWC SMALL CAP AGGRESSIVE VALUE FUND - RETAIL CLASS) NA 30.94% 2.39% 5.80% NA NA NA 3.88%
Data as of 01/24/2017, AR inception is 01/03/2011
More Performance Analytics Comparison
Name Start Date End Date
CWCRX (CWC SMALL CAP AGGRESSIVE VALUE FUND CWC SMALL CAP AGGRESSIVE VALUE FUND - RETAIL CLASS) 01/03/2011 01/24/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.00 30.94 2.39 5.80 NA NA NA 3.88 0.00 11.22 -11.27 3.80 30.91 6.95 -12.39
Sharpe Ratio NA 1.65 0.14 0.34 NA NA NA 0.19 0.00 0.61 -0.67 0.23 2.14 0.36 -0.39
Standard Deviation(%) NA 16.92 16.88 16.93 NA NA NA 20.21 NA 18.02 16.82 16.16 14.40 19.06 32.10
Draw Down(%) NA 9.33 31.27 31.27 NA NA NA 31.27 0.00 17.77 18.14 11.51 6.00 17.66 31.12
Yield(%) 0.00 41.41 14.30 10.60 5.03 3.35 2.52 8.39 0.00 35.78 2.39 10.69 0.00 0.09 0.18
Data as of 01/24/2017, AR inception is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CWCRX (CWC SMALL CAP AGGRESSIVE VALUE FUND CWC SMALL CAP AGGRESSIVE VALUE FUND - RETAIL CLASS) -1.63%
Oct 2013 - Oct 2016
-0.02%
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
CWCRX (CWC SMALL CAP AGGRESSIVE VALUE FUND CWC SMALL CAP AGGRESSIVE VALUE FUND - RETAIL CLASS) 15.86%
Sep 2011 - Sep 2014
8.17%
Sep 2011 - Sep 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart