Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QWVOX (CLEARWATER SMALL COMPANIES FUND CLEARWATER SMALL COMPANIES FUND) | 9.58% | 19.65% | 13.77% | 2.44% | 8.03% | 6.41% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QWVOX (CLEARWATER SMALL COMPANIES FUND CLEARWATER SMALL COMPANIES FUND) | 01/28/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 19.65 | 13.77 | 2.44 | 8.03 | 6.41 | NA | … | … | 9.58 | 5.35 | 9.99 | 21.73 | -21.99 | 11.55 | 11.24 | 26.42 | -12.63 | 17.27 | 19.98 | -4.61 | -8.30 | 33.65 | 10.06 | -11.79 |
| Sharpe Ratio | NA | 0.97 | 0.55 | 0.00 | 0.27 | NA | NA | … | … | 1.23 | 0.11 | 0.33 | 1.00 | -0.88 | 0.60 | 0.25 | 1.68 | -0.91 | 0.55 | 1.21 | -0.30 | -0.43 | 2.59 | 0.58 | -0.38 |
| Standard Deviation(%) | NA | 18.53 | 20.20 | 21.33 | 24.36 | NA | NA | … | … | 19.09 | 23.12 | 19.11 | 18.31 | 26.68 | 19.23 | 44.32 | 14.88 | 15.51 | 30.49 | 16.29 | 15.37 | 19.55 | 12.96 | 17.44 | 33.80 |
| Draw Down(%) | NA | 12.42 | 27.02 | 34.74 | 45.29 | NA | NA | … | … | 12.42 | 24.19 | 9.51 | 15.73 | 30.34 | 12.29 | 45.29 | 10.28 | 24.30 | 17.29 | 13.74 | 15.53 | 13.46 | 4.79 | 11.33 | 28.45 |
| Yield(%) | 0.00 | 0.00 | 0.72 | 2.79 | 5.55 | 5.10 | 3.90 | … | … | 0.00 | 0.00 | 0.00 | 2.23 | 1.69 | 13.15 | 2.28 | 2.54 | 9.00 | 17.39 | 4.56 | 11.29 | 0.00 | 14.09 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QWVOX (CLEARWATER SMALL COMPANIES FUND CLEARWATER SMALL COMPANIES FUND) |
-6.01%
Mar 2017 – Mar 2020 |
-1.68%
Mar 2015 – Mar 2020 |
2.98%
Oct 2013 – Oct 2023 |
5.32%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QWVOX (CLEARWATER SMALL COMPANIES FUND CLEARWATER SMALL COMPANIES FUND) |
16.39%
Sep 2015 – Sep 2018 |
15.29%
Feb 2016 – Feb 2021 |
9.86%
Sep 2011 – Sep 2021 |
5.96%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart