Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHWRD | NA | 39.58% | 8.29% | -6.12% | NA | NA | NA | … | … |
Data as of 06/02/2025, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHWRD | 10/05/2018 | 06/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.97 | 39.58 | 8.29 | -6.12 | NA | NA | NA | … | … | 9.52 | 42.48 | -6.20 | -3.58 | -25.61 | -93.42 | 27.91 | 9.09 |
| Sharpe Ratio | NA | 0.24 | 0.04 | -0.07 | NA | NA | NA | … | … | 0.24 | 0.25 | -0.05 | -0.04 | -0.38 | -0.38 | 0.05 | 1.89 |
| Standard Deviation(%) | NA | 137.40 | 158.62 | 122.79 | NA | NA | NA | … | … | 87.70 | 160.08 | 190.25 | 142.78 | 67.01 | 247.04 | 509.08 | 43.62 |
| Draw Down(%) | NA | 38.57 | 46.67 | 64.33 | NA | NA | NA | … | … | 23.24 | 38.57 | 46.67 | 40.86 | 38.46 | 94.11 | 93.33 | 0.00 |
| Yield(%) | 2.82 | 38.73 | 11.75 | 4.27 | 0.31 | 0.21 | 0.16 | … | … | 26.63 | 0.00 | 0.00 | 0.00 | 2.33 | 0.10 | 0.16 | 0.00 |
Data as of 06/02/2025, Common starting date is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHWRD (CHWRD) |
-66.35%
Oct 2019 – Oct 2022 |
-49.41%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHWRD (CHWRD) |
18.28%
Mar 2022 – Mar 2025 |
-2.99%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart