Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWSIX (CHARTWELL SMALL CAP VALUE FUND CLASS I SHARES) | 18.18% | 31.62% | 14.23% | 3.63% | 7.02% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWSIX (CHARTWELL SMALL CAP VALUE FUND CLASS I SHARES) | 03/19/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 31.62 | 14.23 | 3.63 | 7.02 | NA | NA | … | … | 18.18 | -0.50 | 11.09 | 12.37 | -10.80 | 12.68 | -5.58 | 24.56 | -12.75 | 8.92 | 28.90 | -8.53 | 7.17 | 37.31 | 2.65 |
| Sharpe Ratio | NA | 1.43 | 0.54 | 0.05 | 0.24 | NA | NA | … | … | 2.25 | -0.14 | 0.41 | 0.47 | -0.56 | 0.54 | -0.13 | 1.59 | -0.88 | 0.66 | 1.72 | -0.55 | 0.52 | 2.87 | 0.23 |
| Standard Deviation(%) | NA | 19.58 | 20.53 | 21.04 | 22.97 | NA | NA | … | … | 20.14 | 23.77 | 18.36 | 18.55 | 21.80 | 23.38 | 45.60 | 14.53 | 16.06 | 12.54 | 16.64 | 15.48 | 13.66 | 13.01 | 14.60 |
| Draw Down(%) | NA | 12.47 | 29.08 | 29.08 | 44.08 | NA | NA | … | … | 12.47 | 25.13 | 9.17 | 16.34 | 19.97 | 16.85 | 44.08 | 9.10 | 24.01 | 7.51 | 10.34 | 13.52 | 11.04 | 6.08 | 9.04 |
| Yield(%) | 0.00 | 20.39 | 18.54 | 8.97 | 8.21 | 8.23 | 6.17 | … | … | 0.00 | 18.41 | 32.89 | 3.75 | 0.00 | 0.58 | 0.69 | 4.96 | 6.57 | 4.69 | 0.62 | 0.73 | 2.81 | 3.57 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWSIX (CHARTWELL SMALL CAP VALUE FUND CLASS I SHARES) |
-8.06%
Mar 2017 – Mar 2020 |
-2.05%
Mar 2015 – Mar 2020 |
3.37%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWSIX (CHARTWELL SMALL CAP VALUE FUND CLASS I SHARES) |
15.77%
May 2012 – May 2015 |
14.76%
Nov 2012 – Nov 2017 |
8.16%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart