Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWC (Capitol Series Trust) | NA | 0.49% | 17.02% | NA | NA | NA | NA | … | … |
Data as of 06/02/2025, Common starting date is 01/28/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWC (Capitol Series Trust) | 01/28/2022 | 06/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 0.49 | 17.02 | NA | NA | NA | NA | … | … | -2.86 | 23.95 | 58.06 | -36.87 |
| Sharpe Ratio | NA | -0.12 | 0.61 | NA | NA | NA | NA | … | … | -0.43 | 0.74 | 3.37 | -1.06 |
| Standard Deviation(%) | NA | 21.51 | 22.58 | NA | NA | NA | NA | … | … | 23.16 | 23.82 | 16.13 | 38.53 |
| Draw Down(%) | NA | 25.59 | 25.59 | NA | NA | NA | NA | … | … | 24.24 | 16.98 | 12.36 | 42.24 |
| Yield(%) | 0.00 | 10.09 | 11.80 | 5.56 | 2.78 | 1.85 | 1.39 | … | … | 0.00 | 12.90 | 27.39 | 0.00 |
Data as of 06/02/2025, Common starting date is 01/28/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWC (Capitol Series Trust) |
5.13%
Mar 2022 – Mar 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 |
|---|---|---|---|---|
| CWC (Capitol Series Trust) |
17.82%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart