Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QWVPX (CLEARWATER CORE EQUITY FUND CLEARWATER CORE EQUITY FUND) | 7.25% | 22.19% | 21.14% | 12.91% | 15.04% | 12.82% | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QWVPX (CLEARWATER CORE EQUITY FUND CLEARWATER CORE EQUITY FUND) | 01/28/2011 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.05 | 22.19 | 21.14 | 12.91 | 15.04 | 12.82 | NA | … | … | 7.25 | 18.22 | 25.57 | 25.42 | -16.56 | 27.40 | 16.53 | 29.12 | -6.72 | 23.23 | 11.44 | -1.54 | 5.72 | 32.32 | 13.69 | -6.77 |
| Sharpe Ratio | NA | 1.85 | 1.28 | 0.64 | 0.72 | NA | NA | … | … | 1.36 | 0.83 | 1.67 | 1.66 | -0.75 | 2.05 | 0.46 | 2.15 | -0.47 | 1.76 | 0.84 | -0.10 | 0.48 | 2.89 | 1.06 | -0.30 |
| Standard Deviation(%) | NA | 12.36 | 15.04 | 16.96 | 18.60 | NA | NA | … | … | 14.19 | 18.62 | 13.11 | 13.23 | 23.92 | 13.33 | 35.01 | 12.83 | 17.27 | 12.87 | 13.39 | 15.82 | 11.95 | 11.18 | 12.98 | 24.51 |
| Draw Down(%) | NA | 8.72 | 18.65 | 23.79 | 34.99 | NA | NA | … | … | 8.72 | 18.65 | 8.70 | 9.43 | 23.79 | 5.21 | 34.99 | 6.90 | 20.53 | 6.83 | 11.36 | 12.15 | 8.27 | 5.74 | 10.05 | 21.96 |
| Yield(%) | 0.00 | 0.00 | 0.94 | 1.50 | 3.91 | 4.53 | 3.32 | … | … | 0.00 | 0.00 | 1.35 | 1.50 | 1.22 | 4.00 | 1.98 | 2.30 | 5.65 | 7.67 | 5.89 | 8.94 | 0.00 | 1.69 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 01/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QWVPX (CLEARWATER CORE EQUITY FUND CLEARWATER CORE EQUITY FUND) |
3.44%
Mar 2017 – Mar 2020 |
4.82%
Mar 2015 – Mar 2020 |
9.38%
Oct 2013 – Oct 2023 |
11.67%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QWVPX (CLEARWATER CORE EQUITY FUND CLEARWATER CORE EQUITY FUND) |
25.86%
Sep 2022 – Sep 2025 |
19.08%
Mar 2020 – Mar 2025 |
15.37%
May 2016 – May 2026 |
12.67%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart