Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QWVQX (CLEARWATER TAX-EXEMPT BOND FUND CLEARWATER TAX-EXEMPT BOND FUND) | 0.34% | 3.87% | 3.32% | 0.22% | 0.68% | 1.82% | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QWVQX (CLEARWATER TAX-EXEMPT BOND FUND CLEARWATER TAX-EXEMPT BOND FUND) | 01/28/2011 | 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 3.87 | 3.32 | 0.22 | 0.68 | 1.82 | NA | … | … | 0.34 | 0.34 | 4.97 | 6.54 | -11.39 | 3.89 | 4.30 | 3.20 | -2.84 | 3.96 | -2.52 | 0.50 | 14.14 | -5.18 | 5.62 | 7.74 |
| Sharpe Ratio | NA | 0.44 | 0.01 | -0.52 | -0.21 | NA | NA | … | … | -0.55 | -0.48 | 0.38 | 0.68 | -2.43 | 2.25 | 0.49 | 1.21 | -2.84 | 1.52 | -0.89 | 0.18 | 5.50 | -1.32 | 2.61 | 3.76 |
| Standard Deviation(%) | NA | 2.81 | 4.35 | 4.32 | 4.25 | NA | NA | … | … | 3.09 | 5.36 | 3.57 | 4.27 | 5.29 | 1.72 | 8.26 | 1.42 | 1.49 | 2.19 | 3.07 | 2.56 | 2.57 | 3.95 | 2.15 | 2.22 |
| Draw Down(%) | NA | 2.91 | 6.89 | 16.00 | 16.00 | NA | NA | … | … | 2.91 | 6.09 | 2.56 | 5.94 | 16.00 | 1.58 | 12.26 | 1.55 | 4.01 | 1.80 | 7.68 | 4.26 | 1.12 | 9.91 | 2.03 | 1.47 |
| Yield(%) | 0.00 | 0.00 | 2.36 | 2.73 | 2.06 | 2.13 | 1.65 | … | … | 0.00 | 0.00 | 4.40 | 4.44 | 4.17 | 3.52 | 4.05 | 0.04 | 0.98 | 0.62 | 0.24 | 0.40 | 3.98 | 3.87 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 01/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QWVQX (CLEARWATER TAX-EXEMPT BOND FUND CLEARWATER TAX-EXEMPT BOND FUND) |
-2.92%
Oct 2019 – Oct 2022 |
-1.56%
Oct 2017 – Oct 2022 |
0.09%
Oct 2012 – Oct 2022 |
1.84%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QWVQX (CLEARWATER TAX-EXEMPT BOND FUND CLEARWATER TAX-EXEMPT BOND FUND) |
6.97%
Aug 2013 – Aug 2016 |
4.35%
Mar 2011 – Mar 2016 |
2.69%
Mar 2011 – Mar 2021 |
2.06%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart