Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CFWALX NA 20.77% NA NA NA NA NA
Data as of 09/09/2021, Common starting date is 06/08/2020
More Performance Analytics Comparison
Name Start Date End Date
CFWALX 06/08/2020 09/09/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) -0.08 20.77 NA NA NA NA NA 10.53 9.98
Sharpe Ratio NA 1.95 NA NA NA NA NA 1.99 1.28
Standard Deviation(%) NA 9.86 NA NA NA NA NA 7.87 14.14
Draw Down(%) NA 6.43 NA NA NA NA NA 3.36 8.21
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/09/2021, Common starting date is 06/08/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CFWALX (CFWALX) 0.00%
NA
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
CFWALX (CFWALX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return