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
CWWGF NA 1.72% 1.79% 2.35% 4.79% NA NA
Data as of 09/26/2025, Common starting date is 10/31/2013
More Performance Analytics Comparison
Name Start Date End Date
CWWGF 10/31/2013 09/26/2025
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 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 1.72 1.79 2.35 4.79 NA NA 2.66 0.70 2.02 2.69 3.69 2.61 2.02 2.27 2.42 29.67 0.00 28.11 0.00
Sharpe Ratio NA -0.48 -0.70 0.06 0.39 NA NA 0.21 -1.29 -0.82 0.48 1.01 0.92 0.27 0.40 0.74 1.13 0.00 1.13 0.00
Standard Deviation(%) NA 2.79 2.32 2.69 8.56 NA NA 3.07 2.28 2.01 2.66 3.63 2.58 2.00 2.25 2.39 25.98 NA 24.77 NA
Draw Down(%) NA 0.92 0.92 0.92 0.92 NA NA 0.00 0.92 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Yield(%) 0.00 1.30 1.63 2.21 4.31 4.33 3.25 1.31 1.60 1.98 2.62 3.56 2.55 1.98 2.22 2.36 22.88 0.00 21.94 0.00
Data as of 09/26/2025, Common starting date is 10/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CWWGF (CWWGF) 1.79%
Jun 2022 – Jun 2025
2.34%
Jun 2019 – Jun 2024
4.52%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CWWGF (CWWGF) 18.43%
Nov 2013 – Nov 2016
11.71%
Nov 2013 – Nov 2018
7.06%
Nov 2013 – Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return