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
CWII 25.07% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 11/04/2025
More Performance Analytics Comparison
Name Start Date End Date
CWII 11/04/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -7.84 NA NA NA NA NA NA 25.07 -42.14
Sharpe Ratio NA NA NA NA NA NA NA 1.22 -1.07
Standard Deviation(%) NA NA NA NA NA NA NA 86.08 93.19
Draw Down(%) NA NA NA NA NA NA NA 36.82 47.76
Yield(%) 0.00 12.80 4.27 2.56 1.28 0.85 0.64 15.78 3.34
Data as of 06/05/2026, Common starting date is 11/04/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CWII (CWII) 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
CWII (CWII) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return