Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHWWQ | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 11/14/2024, Common starting date is 11/10/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHWWQ | 11/10/2011 | 11/14/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | -100.00 | -25.12 | -24.41 | 53.05 | -1.72 | 9.00 | -17.89 | 7.58 | 13.18 | -26.00 | -38.09 | 97.66 | 52.30 | -10.84 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.44 | -0.43 | 1.05 | -0.01 | 0.13 | -0.26 | 0.11 | 0.21 | -0.19 | -0.47 | 0.96 | 0.60 | -0.75 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 66.02 | 60.30 | 51.41 | 146.35 | 56.05 | 75.06 | 55.87 | 65.96 | 134.06 | 80.71 | 89.41 | 100.10 | 79.07 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 54.89 | 33.67 | 19.25 | 69.44 | 29.37 | 32.40 | 17.70 | 12.59 | 35.41 | 44.33 | 4.61 | 5.37 | 13.20 |
| Yield(%) | NA | 0.00 | 0.89 | 1.57 | 1.12 | 1.73 | 1.30 | … | … | 0.00 | 1.40 | 1.60 | 0.31 | 2.31 | 2.51 | 2.32 | 1.82 | 0.00 | 0.97 | 1.48 | 2.45 | 0.83 | 0.70 |
Data as of 11/14/2024, Common starting date is 11/10/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHWWQ (CHWWQ) |
-86.48%
Oct 2021 – Oct 2024 |
-67.92%
Oct 2019 – Oct 2024 |
-45.82%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHWWQ (CHWWQ) |
32.63%
Mar 2020 – Mar 2023 |
10.92%
Dec 2012 – Dec 2017 |
5.39%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart