Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FWFIX (FIRST WESTERN FIXED INCOME FUND INSTITUTIONAL SHARES) | NA | -13.86% | -3.24% | -0.38% | 1.20% | NA | NA | … | … |
Data as of 11/14/2022, Common starting date is 11/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FWFIX (FIRST WESTERN FIXED INCOME FUND INSTITUTIONAL SHARES) | 11/02/2012 | 11/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.91 | -13.86 | -3.24 | -0.38 | 1.20 | NA | NA | … | … | -13.09 | -2.16 | 6.48 | 7.37 | 0.75 | 4.14 | 2.87 | 1.81 | 4.92 | 0.56 | 0.40 |
| Sharpe Ratio | NA | -2.62 | -0.84 | -0.33 | 0.24 | NA | NA | … | … | -2.71 | -0.71 | 1.64 | 2.23 | -0.30 | 1.88 | 1.35 | 0.80 | 2.75 | 0.21 | 1.25 |
| Standard Deviation(%) | NA | 5.74 | 4.39 | 3.68 | 2.98 | NA | NA | … | … | 5.92 | 2.98 | 3.94 | 2.67 | 1.90 | 1.87 | 1.96 | 2.24 | 1.78 | 2.48 | 2.05 |
| Draw Down(%) | NA | 16.08 | 16.89 | 16.89 | 16.89 | NA | NA | … | … | 14.83 | 2.52 | 6.52 | 1.48 | 1.79 | 0.92 | 2.74 | 1.46 | 0.60 | 3.82 | 0.80 |
| Yield(%) | 0.00 | 2.07 | 2.11 | 2.51 | 2.78 | 1.86 | 1.39 | … | … | 1.90 | 1.81 | 2.12 | 2.91 | 3.06 | 3.07 | 2.86 | 2.92 | 3.54 | 3.65 | 0.50 |
Data as of 11/14/2022, Common starting date is 11/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWFIX (FIRST WESTERN FIXED INCOME FUND INSTITUTIONAL SHARES) |
-3.75%
Oct 2019 – Oct 2022 |
-0.66%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWFIX (FIRST WESTERN FIXED INCOME FUND INSTITUTIONAL SHARES) |
5.10%
Jul 2018 – Jul 2021 |
4.29%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart