Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWFIX (CHARTWELL SHORT DURATION HIGH YIELD FUND CLASS I SHARES) | 1.07% | 4.82% | 6.34% | 3.79% | 3.99% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 07/17/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWFIX (CHARTWELL SHORT DURATION HIGH YIELD FUND CLASS I SHARES) | 07/17/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 4.82 | 6.34 | 3.79 | 3.99 | NA | NA | … | … | 1.07 | 6.99 | 5.79 | 7.82 | -3.16 | 2.41 | 4.39 | 7.33 | 0.36 | 3.40 | 7.63 | -2.63 | -0.25 |
| Sharpe Ratio | NA | 1.29 | 1.55 | 0.45 | 0.75 | NA | NA | … | … | -0.26 | 2.31 | 1.22 | 1.51 | -1.00 | 1.59 | 0.60 | 4.16 | -0.67 | 1.92 | 2.52 | -1.04 | -0.20 |
| Standard Deviation(%) | NA | 1.67 | 1.94 | 2.78 | 3.10 | NA | NA | … | … | 1.91 | 1.79 | 1.77 | 2.79 | 4.61 | 1.50 | 6.91 | 1.41 | 1.54 | 1.43 | 2.94 | 2.56 | 2.78 |
| Draw Down(%) | NA | 1.13 | 1.37 | 6.36 | 12.40 | NA | NA | … | … | 1.13 | 1.37 | 0.77 | 2.04 | 6.27 | 1.09 | 12.40 | 0.42 | 1.30 | 1.03 | 3.38 | 4.89 | 2.26 |
| Yield(%) | 0.00 | 4.72 | 5.05 | 4.08 | 3.82 | 2.79 | 2.09 | … | … | 1.68 | 5.24 | 5.14 | 4.55 | 2.99 | 2.79 | 3.42 | 3.73 | 3.15 | 3.15 | 3.62 | 3.14 | 1.05 |
Data as of 06/11/2026, Common starting date is 07/17/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWFIX (CHARTWELL SHORT DURATION HIGH YIELD FUND CLASS I SHARES) |
0.61%
Sep 2019 – Sep 2022 |
1.56%
Mar 2015 – Mar 2020 |
3.09%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWFIX (CHARTWELL SHORT DURATION HIGH YIELD FUND CLASS I SHARES) |
7.20%
Sep 2022 – Sep 2025 |
5.05%
Mar 2020 – Mar 2025 |
4.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart