Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWVX | 15.04% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 07/11/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWVX | 07/11/2025 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -22.54 | NA | NA | NA | NA | NA | NA | … | … | 15.04 | -78.36 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 0.37 | -0.50 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 191.35 | 195.91 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 67.50 | 87.12 |
| Yield(%) | 0.00 | 2.23 | 0.74 | 0.45 | 0.22 | 0.15 | 0.11 | … | … | 0.00 | 2.23 |
Data as of 06/11/2026, Common starting date is 07/11/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWVX (CWVX) |
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 |
|---|---|---|---|---|
| CWVX (CWVX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart