Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWPS (Conwest Assoc Part L) | NA | 28.21% | 16.68% | 28.10% | 9.18% | 9.28% | 13.38% | … | … |
Data as of 10/13/2025, Common starting date is 07/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWPS (Conwest Assoc Part L) | 07/24/2001 | 10/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.21 | 16.68 | 28.10 | 9.18 | 9.28 | 13.38 | … | … | 34.90 | -5.55 | 32.65 | 29.30 | 79.22 | -36.86 | 31.17 | 21.45 | -15.18 | -24.57 | -4.57 | -18.38 | 10.80 | 13.94 | 41.38 | 49.80 | -1.49 | 6.96 | 42.78 | 51.49 | 68.42 | 39.18 | 50.15 | 75.98 | -10.71 |
| Sharpe Ratio | NA | 0.77 | 0.59 | 0.58 | 0.14 | NA | NA | … | … | 1.27 | -0.47 | 2.69 | 1.47 | 0.88 | -0.32 | 0.70 | 0.32 | -0.48 | -0.82 | -0.11 | -0.55 | 0.46 | 0.41 | 1.00 | 1.71 | -0.05 | 0.13 | 1.34 | 2.45 | 3.01 | 1.36 | 0.59 | 0.47 | -0.26 |
| Standard Deviation(%) | NA | 32.63 | 22.39 | 44.82 | 55.35 | NA | NA | … | … | 34.69 | 19.67 | 10.87 | 19.06 | 89.70 | 115.29 | 42.72 | 63.50 | 32.78 | 30.13 | 41.47 | 33.26 | 23.39 | 34.04 | 41.56 | 29.15 | 29.87 | 44.51 | 29.65 | 19.73 | 22.00 | 28.07 | 80.51 | 136.33 | 142.48 |
| Draw Down(%) | NA | 16.87 | 16.87 | 29.71 | 56.42 | NA | NA | … | … | 16.87 | 11.35 | 0.18 | 7.32 | 28.72 | 56.42 | 22.50 | 43.97 | 27.87 | 31.13 | 28.63 | 32.06 | 7.22 | 19.76 | 15.33 | 10.00 | 15.79 | 27.23 | 9.11 | 8.81 | 5.71 | 7.14 | 7.35 | 17.86 | 14.29 |
| Yield(%) | 0.00 | 6.92 | 13.03 | 19.31 | 7.86 | 9.40 | 16.56 | … | … | 7.29 | 7.48 | 19.64 | 22.67 | 17.68 | 11.16 | 17.00 | 17.24 | 10.66 | 6.07 | 8.56 | 12.59 | 10.99 | 11.48 | 14.94 | 15.66 | 9.75 | 15.29 | 7.98 | 14.85 | 16.36 | 7.35 | 0.00 | 11.53 | 0.00 |
Data as of 10/13/2025, Common starting date is 07/24/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWPS (Conwest Assoc Part L) |
-19.61%
Nov 2014 – Nov 2017 |
-11.20%
Dec 2012 – Dec 2017 |
-1.51%
Oct 2010 – Oct 2020 |
7.56%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWPS (Conwest Assoc Part L) |
83.99%
Oct 2002 – Oct 2005 |
65.60%
Aug 2002 – Aug 2007 |
43.94%
Aug 2002 – Aug 2012 |
23.98%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart