Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWSGX (CHARTWELL SMALL CAP GROWTH FUND CHARTWELL SMALL CAP GROWTH FUND) | 30.07% | 58.78% | 31.57% | 12.43% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWSGX (CHARTWELL SMALL CAP GROWTH FUND CHARTWELL SMALL CAP GROWTH FUND) | 06/19/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.58 | 58.78 | 31.57 | 12.43 | NA | NA | NA | … | … | 30.07 | 15.69 | 35.94 | 22.41 | -30.85 | 15.83 | 42.55 | 27.38 | -8.37 | 9.88 |
| Sharpe Ratio | NA | 2.46 | 1.22 | 0.38 | NA | NA | NA | … | … | 2.94 | 0.50 | 1.57 | 1.01 | -1.06 | 0.66 | 1.20 | 1.56 | -0.48 | 1.65 |
| Standard Deviation(%) | NA | 22.90 | 23.01 | 24.16 | NA | NA | NA | … | … | 26.49 | 26.37 | 20.56 | 18.78 | 30.68 | 23.77 | 35.01 | 16.60 | 20.33 | 11.17 |
| Draw Down(%) | NA | 11.97 | 27.80 | 37.29 | NA | NA | NA | … | … | 11.97 | 26.16 | 10.60 | 15.78 | 33.56 | 11.33 | 36.30 | 11.73 | 29.22 | 6.00 |
| Yield(%) | 0.00 | 1.06 | 3.55 | 5.56 | 6.44 | 4.30 | 3.22 | … | … | 0.00 | 0.99 | 8.33 | 0.00 | 3.16 | 20.89 | 8.95 | 0.05 | 0.41 | 0.03 |
Data as of 06/04/2026, Common starting date is 06/19/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWSGX (CHARTWELL SMALL CAP GROWTH FUND CHARTWELL SMALL CAP GROWTH FUND) |
-1.57%
Apr 2021 – Apr 2024 |
3.99%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWSGX (CHARTWELL SMALL CAP GROWTH FUND CHARTWELL SMALL CAP GROWTH FUND) |
31.90%
May 2023 – May 2026 |
16.36%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart