Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNGLX (COMMONWEALTH GLOBAL FUND COMMONWEALTH GLOBAL FUND) | 4.73% | 10.03% | 7.35% | 2.67% | 5.94% | 4.09% | 4.14% | … | … |
Data as of 06/10/2026, Common starting date is 12/20/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNGLX (COMMONWEALTH GLOBAL FUND COMMONWEALTH GLOBAL FUND) | 12/20/2002 | 06/10/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.69 | 10.03 | 7.35 | 2.67 | 5.94 | 4.09 | 4.14 | … | … | 4.73 | 3.67 | 6.79 | 12.94 | -19.81 | 13.45 | 14.71 | 21.78 | -13.16 | 15.60 | 6.23 | -11.65 | -1.33 | 18.67 | 10.11 | -7.33 | 7.68 | 43.30 | -41.35 | 10.62 | 17.01 | 3.62 | 15.67 | 29.68 | -0.10 |
| Sharpe Ratio | NA | 0.94 | 0.39 | 0.03 | 0.27 | NA | NA | … | … | 0.99 | 0.05 | 0.27 | 0.78 | -1.01 | 1.05 | 0.46 | 1.79 | -1.04 | 1.95 | 0.44 | -0.82 | -0.12 | 1.71 | 0.70 | -0.29 | 0.36 | 1.49 | -1.10 | 0.44 | 1.05 | 0.13 | 1.13 | 2.41 | -4.22 |
| Standard Deviation(%) | NA | 11.87 | 13.50 | 15.05 | 16.36 | NA | NA | … | … | 13.44 | 16.56 | 11.73 | 12.03 | 21.07 | 12.82 | 31.19 | 11.35 | 14.06 | 7.70 | 13.66 | 14.32 | 10.82 | 10.90 | 14.43 | 25.21 | 21.16 | 28.91 | 38.42 | 17.23 | 12.96 | 10.61 | 13.00 | 12.03 | 1.20 |
| Draw Down(%) | NA | 9.75 | 19.28 | 28.30 | 33.90 | NA | NA | … | … | 9.75 | 18.47 | 6.03 | 14.52 | 28.30 | 6.47 | 33.90 | 7.43 | 21.19 | 3.38 | 8.27 | 20.34 | 12.27 | 6.87 | 14.12 | 26.54 | 17.12 | 28.09 | 51.45 | 14.64 | 13.46 | 9.00 | 10.77 | 9.04 | 0.20 |
| Yield(%) | 0.00 | 3.60 | 2.51 | 1.52 | 1.59 | 2.24 | 2.53 | … | … | 0.00 | 3.66 | 3.52 | 0.00 | 0.68 | 0.00 | 0.00 | 0.00 | 0.14 | 0.00 | 4.57 | 0.00 | 8.02 | 4.28 | 0.08 | 9.38 | 0.12 | 0.00 | 0.05 | 6.95 | 5.72 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/20/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNGLX (COMMONWEALTH GLOBAL FUND COMMONWEALTH GLOBAL FUND) |
-15.67%
Feb 2006 – Feb 2009 |
-6.06%
Feb 2004 – Feb 2009 |
0.77%
May 2007 – May 2017 |
0.84%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNGLX (COMMONWEALTH GLOBAL FUND COMMONWEALTH GLOBAL FUND) |
23.61%
Feb 2009 – Feb 2012 |
17.95%
Feb 2009 – Feb 2014 |
8.73%
Feb 2009 – Feb 2019 |
7.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart