Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CWFNF (Canadian World Fund Limited) NA 80.28% 20.62% 14.74% NA NA NA
Data as of 05/07/2018, Common starting date is 10/18/2010
More Performance Analytics Comparison
Name Start Date End Date
CWFNF (Canadian World Fund Limited) 10/18/2010 05/07/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.00 80.28 20.62 14.74 NA NA NA 37.96 50.00 -7.98 9.30 -12.02 12.68 0.58 -17.07 14.92
Sharpe Ratio NA 2.54 0.86 0.73 NA NA NA 2.30 2.08 -0.52 0.52 -0.88 0.71 0.03 -0.59 3.72
Standard Deviation(%) NA 31.22 23.61 19.98 NA NA NA 66.42 23.86 15.71 17.89 13.63 17.86 19.60 28.85 25.83
Draw Down(%) NA 8.65 18.10 18.10 NA NA NA 8.65 10.27 10.42 14.52 13.78 9.43 22.53 25.51 4.67
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 05/07/2018, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CWFNF (Canadian World Fund Limited) -3.99%
Nov 2013 – Nov 2016
-4.01%
Jul 2011 – Jul 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CWFNF (Canadian World Fund Limited) 24.17%
Mar 2015 – Mar 2018
15.39%
Apr 2013 – Apr 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return