Performance Comparison
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