Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FWSBX (FIRST WESTERN SHORT DURATION BOND FUND INSTITUTIONAL SHARES) | NA | -6.15% | -0.77% | 0.62% | NA | NA | NA | … | … |
Data as of 11/14/2022, Common starting date is 04/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FWSBX (FIRST WESTERN SHORT DURATION BOND FUND INSTITUTIONAL SHARES) | 04/29/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | -6.15 | -0.77 | 0.62 | NA | NA | NA | … | … | -5.77 | 0.20 | 3.40 | 3.96 | 1.56 | 2.02 | 2.08 | 1.50 | 2.01 | 1.28 |
| Sharpe Ratio | NA | -2.97 | -0.62 | -0.12 | NA | NA | NA | … | … | -3.06 | 0.16 | 1.53 | 2.44 | 0.25 | 1.44 | 1.85 | 1.36 | 2.11 | 1.63 |
| Standard Deviation(%) | NA | 2.41 | 2.00 | 1.67 | NA | NA | NA | … | … | 2.54 | 1.08 | 2.14 | 1.05 | 1.01 | 0.97 | 1.01 | 1.08 | 0.95 | 1.15 |
| Draw Down(%) | NA | 6.87 | 7.31 | 7.31 | NA | NA | NA | … | … | 6.49 | 0.88 | 4.40 | 0.40 | 0.31 | 0.33 | 0.62 | 0.44 | 0.44 | 1.50 |
| Yield(%) | 0.00 | 2.17 | 2.11 | 2.32 | 2.10 | 1.40 | 1.05 | … | … | 1.99 | 1.70 | 2.14 | 2.90 | 2.55 | 2.31 | 2.06 | 2.19 | 2.10 | 1.17 |
Data as of 11/14/2022, Common starting date is 04/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWSBX (FIRST WESTERN SHORT DURATION BOND FUND INSTITUTIONAL SHARES) |
-0.82%
Oct 2019 – Oct 2022 |
0.52%
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 |
|---|---|---|---|---|
| FWSBX (FIRST WESTERN SHORT DURATION BOND FUND INSTITUTIONAL SHARES) |
3.27%
May 2018 – May 2021 |
2.62%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart