Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWSRF (Chartwell Retirement Residences) | 1.07% | 11.60% | 34.39% | 11.75% | 7.82% | 8.35% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/24/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWSRF (Chartwell Retirement Residences) | 06/24/2008 | 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.30 | 11.60 | 34.39 | 11.75 | 7.82 | 8.35 | NA | … | … | 1.07 | 45.43 | 26.72 | 50.61 | -28.55 | 8.83 | -15.87 | 22.55 | -21.37 | 21.99 | 26.74 | -3.09 | 12.63 | -10.11 | 24.94 | 4.14 | 25.71 | 37.23 | -52.66 |
| Sharpe Ratio | NA | 0.85 | 1.39 | 0.37 | 0.21 | NA | NA | … | … | 0.29 | 1.95 | 1.10 | 1.41 | -0.90 | 0.35 | -0.17 | 3.07 | -1.18 | 1.52 | 1.22 | -0.20 | 1.09 | -0.46 | 1.49 | 0.15 | 0.82 | 0.75 | -0.66 |
| Standard Deviation(%) | NA | 23.38 | 24.79 | 28.15 | 31.25 | NA | NA | … | … | 30.76 | 21.92 | 21.04 | 33.55 | 33.27 | 25.20 | 66.96 | 17.56 | 19.40 | 14.07 | 21.77 | 15.58 | 11.61 | 22.11 | 16.83 | 28.02 | 31.23 | 49.32 | 115.67 |
| Draw Down(%) | NA | 15.72 | 15.72 | 43.69 | 64.37 | NA | NA | … | … | 15.72 | 7.42 | 10.39 | 18.49 | 42.48 | 21.97 | 61.93 | 4.26 | 24.02 | 7.01 | 13.34 | 17.96 | 5.48 | 22.66 | 9.18 | 30.04 | 18.68 | 36.49 | 74.90 |
| Yield(%) | 0.00 | 3.03 | 6.17 | 4.50 | 4.13 | 4.64 | 2.98 | … | … | 1.03 | 3.89 | 5.26 | 8.04 | 6.12 | 6.83 | 5.14 | 2.56 | 3.81 | 3.72 | 4.58 | 4.32 | 5.27 | 0.38 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/24/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWSRF (Chartwell Retirement Residences) |
-17.95%
Apr 2017 – Apr 2020 |
-6.71%
Dec 2017 – Dec 2022 |
0.20%
Mar 2013 – Mar 2023 |
4.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWSRF (Chartwell Retirement Residences) |
42.41%
Mar 2009 – Mar 2012 |
24.72%
Mar 2009 – Mar 2014 |
16.53%
Mar 2009 – Mar 2019 |
13.24%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison Chart