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
CWK (Cushman & Wakefield plc) -18.04% 29.21% 16.93% -6.02% NA NA NA
Data as of 06/04/2026, Common starting date is 07/26/2016
More Performance Analytics Comparison
Name Start Date End Date
CWK (Cushman & Wakefield plc) 07/26/2016 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
Annualized Return (%) 4.00 29.21 16.93 -6.02 NA NA NA -18.04 26.38 21.02 -13.32 -43.97 49.97 -27.45 41.26 -38.58
Sharpe Ratio NA 0.47 0.30 -0.25 NA NA NA -0.97 0.58 0.36 -0.37 -1.08 1.46 -0.34 1.28 -0.34
Standard Deviation(%) NA 42.69 43.97 42.53 NA NA NA 51.76 40.96 40.31 48.24 42.06 34.15 80.83 31.17 56.38
Draw Down(%) NA 31.40 48.97 71.84 NA NA NA 31.40 43.04 20.57 56.72 55.15 16.80 61.08 21.26 42.91
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 06/04/2026, Common starting date is 07/26/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CWK (Cushman & Wakefield plc) -20.72%
Mar 2022 – Mar 2025
-15.11%
Nov 2018 – Nov 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CWK (Cushman & Wakefield plc) 16.19%
May 2023 – May 2026
8.66%
Sep 2020 – Sep 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return