Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWAN (Clearwater Analytics Holdings, Inc.) | 1.16% | 5.63% | 13.84% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWAN (Clearwater Analytics Holdings, Inc.) | 09/23/2021 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 5.63 | 13.84 | NA | NA | NA | NA | … | … | 1.16 | -12.32 | 39.84 | 6.83 | -18.41 | 27.67 |
| Sharpe Ratio | NA | 0.01 | 0.34 | NA | NA | NA | NA | … | … | -0.01 | -0.37 | 0.87 | 0.08 | -0.38 | 1.85 |
| Standard Deviation(%) | NA | 31.54 | 34.74 | NA | NA | NA | NA | … | … | 7.16 | 41.39 | 38.51 | 31.13 | 52.40 | 77.99 |
| Draw Down(%) | NA | 35.80 | 51.54 | NA | NA | NA | NA | … | … | 5.75 | 49.17 | 21.45 | 30.66 | 47.61 | 24.75 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 09/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWAN (Clearwater Analytics Holdings, Inc.) |
2.38%
Sep 2022 – Sep 2025 |
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 |
|---|---|---|---|---|
| CWAN (Clearwater Analytics Holdings, Inc.) |
22.12%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart