Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWSVX (CHARTWELL SMALL CAP VALUE FUND CLASS A SHARES) | NA | -0.97% | 5.76% | NA | NA | NA | NA | … | … |
Data as of 07/05/2016, Common starting date is 11/10/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWSVX (CHARTWELL SMALL CAP VALUE FUND CLASS A SHARES) | 11/10/2011 | 07/05/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.97 | -0.97 | 5.76 | NA | NA | NA | NA | … | … | 5.89 | -9.31 | 4.20 | 33.28 | 12.95 | 2.70 |
| Sharpe Ratio | NA | -0.09 | 0.24 | NA | NA | NA | NA | … | … | 0.62 | -0.60 | 0.30 | 2.48 | 0.90 | 0.74 |
| Standard Deviation(%) | NA | 18.19 | 15.25 | NA | NA | NA | NA | … | … | 19.01 | 15.58 | 13.80 | 13.38 | 14.48 | 29.58 |
| Draw Down(%) | NA | 17.30 | 20.46 | NA | NA | NA | NA | … | … | 10.34 | 13.60 | 11.05 | 6.04 | 9.05 | 9.35 |
| Yield(%) | 0.00 | 0.53 | 2.12 | 1.76 | 0.88 | 0.59 | 0.44 | … | … | 0.00 | 0.52 | 2.49 | 3.53 | 0.00 | 0.00 |
Data as of 07/05/2016, Common starting date is 11/10/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWSVX (CHARTWELL SMALL CAP VALUE FUND CLASS A SHARES) |
5.71%
Feb 2013 – Feb 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWSVX (CHARTWELL SMALL CAP VALUE FUND CLASS A SHARES) |
18.21%
Dec 2011 – Dec 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart