Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWGDX (CHRISTOPHER WEIL & COMPANY GLOBAL DIVIDEND FUND CHRISTOPHER WEIL & COMPANY GLOBAL DIVIDEND FUND) | NA | 3.71% | -0.27% | NA | NA | NA | NA | … | … |
Data as of 12/20/2016, Common starting date is 12/22/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWGDX (CHRISTOPHER WEIL & COMPANY GLOBAL DIVIDEND FUND CHRISTOPHER WEIL & COMPANY GLOBAL DIVIDEND FUND) | 12/22/2011 | 12/20/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.71 | -0.27 | NA | NA | NA | NA | … | … | 2.45 | -6.40 | 1.04 | 25.73 | 10.47 | 1.10 |
| Sharpe Ratio | NA | 0.30 | -0.03 | 0.51 | NA | NA | NA | … | … | 0.18 | -0.45 | 0.10 | 2.36 | 0.86 | NA |
| Standard Deviation(%) | NA | 12.88 | 12.63 | 12.26 | NA | NA | NA | … | … | 12.73 | 14.16 | 10.62 | 10.90 | 12.24 | NA |
| Draw Down(%) | NA | 9.03 | 17.46 | 17.46 | NA | NA | NA | … | … | 7.52 | 14.44 | 10.11 | 6.28 | 8.33 | NA |
| Yield(%) | 0.00 | 9.04 | 6.48 | 5.65 | 2.83 | 1.88 | 1.41 | … | … | 8.13 | 2.17 | 6.92 | 4.71 | 2.03 | 0.00 |
Data as of 12/20/2016, 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 |
|---|---|---|---|---|
| CWGDX (CHRISTOPHER WEIL & COMPANY GLOBAL DIVIDEND FUND CHRISTOPHER WEIL & COMPANY GLOBAL DIVIDEND FUND) |
-0.44%
Nov 2013 – Nov 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWGDX (CHRISTOPHER WEIL & COMPANY GLOBAL DIVIDEND FUND CHRISTOPHER WEIL & COMPANY GLOBAL DIVIDEND FUND) |
13.21%
May 2012 – May 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart