Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FWSHX (FIRST WESTERN SHORT DURATION HIGH YIELD CREDIT FUND INSTITUTIONAL SHARES) | NA | -9.42% | 0.33% | 1.75% | NA | NA | NA | … | … |
Data as of 11/14/2022, Common starting date is 10/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FWSHX (FIRST WESTERN SHORT DURATION HIGH YIELD CREDIT FUND INSTITUTIONAL SHARES) | 10/02/2015 | 11/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.82 | -9.42 | 0.33 | 1.75 | NA | NA | NA | … | … | -9.42 | 4.44 | 5.10 | 9.92 | -1.21 | 6.85 | 11.54 | -1.98 |
| Sharpe Ratio | NA | -2.10 | -0.02 | 0.19 | NA | NA | NA | … | … | -2.27 | 2.70 | 0.56 | 3.65 | -1.14 | 3.63 | 2.85 | -1.74 |
| Standard Deviation(%) | NA | 4.96 | 6.07 | 4.89 | NA | NA | NA | … | … | 5.24 | 1.58 | 9.04 | 2.33 | 2.21 | 1.72 | 3.98 | 4.55 |
| Draw Down(%) | NA | 11.77 | 17.70 | 17.70 | NA | NA | NA | … | … | 11.42 | 1.00 | 17.70 | 1.20 | 3.79 | 1.17 | 4.93 | 4.80 |
| Yield(%) | 0.00 | 4.40 | 4.62 | 4.85 | 3.67 | 2.45 | 1.83 | … | … | 4.02 | 4.06 | 4.81 | 5.49 | 5.06 | 6.12 | 6.19 | 1.05 |
Data as of 11/14/2022, Common starting date is 10/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWSHX (FIRST WESTERN SHORT DURATION HIGH YIELD CREDIT FUND INSTITUTIONAL SHARES) |
-0.38%
Sep 2019 – Sep 2022 |
1.37%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWSHX (FIRST WESTERN SHORT DURATION HIGH YIELD CREDIT FUND INSTITUTIONAL SHARES) |
8.15%
Feb 2016 – Feb 2019 |
7.11%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart