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Christopher Weil & Co Core Invesment (CWCFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.06-0.03 (-0.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.83%
5-year average return14.19%
Number of years up9
Number of years down3
Best 1-yr total return (27 May 2024)31.87%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return31.87%
Worst 3-yr total return3.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCWCFXCategory
YTD2.30%5.31%
1-month-3.90%-4.19%
3-month3.06%3.90%
1-year8.85%20.31%
3-year1.87%6.48%
5-year12.51%11.78%
10-year10.27%10.96%
Last bull market18.85%25.56%
Last bear market-14.92%-15.11%

Annual total return (%) history

Year
CWCFXCategory
2024
N/AN/A
2023
6.69%22.32%
2022
-11.13%-16.96%
2021
30.26%26.07%
2020
30.23%15.83%
2019
27.30%28.78%
2018
-2.54%-6.27%
2017
18.34%20.44%
2016
4.22%10.37%
2015
-3.68%-1.07%
2014
11.05%10.96%
2013
31.87%31.50%
2012
9.78%14.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.45%N/AN/AN/A
20232.16%1.85%-4.33%7.18%
2022-3.85%-14.92%-4.16%13.36%
202116.50%6.35%-4.03%9.54%
2020-17.89%17.94%4.82%28.29%
201910.35%6.43%-0.56%9.00%
2018-0.69%7.97%5.44%-13.79%
20177.54%3.29%2.99%3.45%
20161.33%-3.31%5.26%1.06%
20154.33%-1.74%-7.84%1.95%
20143.72%2.93%0.28%3.72%
20139.56%1.58%9.74%7.98%
20129.67%-2.27%4.28%-1.77%

Rank in category (by total return)

YTD89
1-month28
3-month75
1-year96
3-year97
5-year42

Load adjusted returns

1-year8.85%
3-year1.87%
5-year12.51%
10-year10.27%