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 22.24% NA NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 11/04/2025
More Performance Analytics Comparison
Name Start Date End Date
CWII 11/04/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -16.19 NA NA NA NA NA NA 22.24 -42.14
Sharpe Ratio NA NA NA NA NA NA NA 0.76 -1.07
Standard Deviation(%) NA NA NA NA NA NA NA 86.98 93.19
Draw Down(%) NA NA NA NA NA NA NA 36.82 47.76
Yield(%) 0.70 13.27 4.42 2.65 1.33 0.88 0.66 16.57 3.34
Data as of 06/09/2026, 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