Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWGL (Crimson Wine) | -9.59% | -19.01% | -12.88% | -13.50% | -6.31% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWGL (Crimson Wine) | 02/22/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.56 | -19.01 | -12.88 | -13.50 | -6.31 | NA | NA | … | … | -9.59 | -22.83 | 7.63 | 5.17 | -32.00 | 54.21 | -27.70 | -5.49 | -26.62 | 13.87 | 6.48 | -7.37 | 7.47 | 1.61 |
| Sharpe Ratio | NA | -0.89 | -0.60 | -0.56 | -0.27 | NA | NA | … | … | -0.82 | -1.14 | 0.04 | 0.03 | -1.09 | 1.47 | -0.67 | -0.27 | -1.31 | 0.53 | 0.31 | -0.46 | 0.36 | 0.05 |
| Standard Deviation(%) | NA | 24.35 | 25.03 | 27.53 | 28.63 | NA | NA | … | … | 27.16 | 22.93 | 26.25 | 26.65 | 30.65 | 36.85 | 41.62 | 25.09 | 21.32 | 25.30 | 20.10 | 16.10 | 20.86 | 35.52 |
| Draw Down(%) | NA | 32.89 | 42.53 | 59.02 | 64.70 | NA | NA | … | … | 22.18 | 23.15 | 8.71 | 21.26 | 38.83 | 16.91 | 39.85 | 22.51 | 28.87 | 15.98 | 13.30 | 13.78 | 9.89 | 22.00 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWGL (Crimson Wine) |
-22.78%
Sep 2017 – Sep 2020 |
-12.83%
May 2021 – May 2026 |
-6.31%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWGL (Crimson Wine) |
8.17%
May 2014 – May 2017 |
1.80%
Jun 2016 – Jun 2021 |
-2.37%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart