Nasdaq - Delayed Quote USD

Christopher Weil & Co Core Investment (CWCFX)

16.73 +0.15 (+0.90%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.85%
5y Average Return 12.59%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Apr 25, 2024) 31.87%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 31.87%
Worst 3Y Total Return 3.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CWCFX
Category
YTD
6.45%
14.84%
1-Month
4.51%
1.65%
3-Month
6.45%
7.55%
1-Year
11.17%
40.47%
3-Year
4.11%
16.77%
5-Year
14.58%
16.15%
10-Year
10.45%
13.21%
Last Bull Market
58.92%
24.09%
Last Bear Market
-14.92%
-17.61%

Annual Total Return (%) History

Year
CWCFX
Category
2024
--
--
2023
6.69%
--
2022
-11.13%
--
2021
30.26%
--
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
2024 6.45% -- -- --
2023 2.16% 1.85% -4.33% 7.18%
2022 -3.85% -14.92% -4.16% 13.36%
2021 16.50% 6.35% -4.03% 9.54%
2020 -17.89% 17.94% 4.82% 28.29%
2019 10.35% 6.43% -0.56% 9.00%
2018 -0.69% 7.97% 5.44% -13.79%
2017 7.54% 3.29% 2.99% 3.45%
2016 1.33% -3.31% 5.26% 1.06%
2015 4.33% -1.74% -7.84% 1.95%

2014 3.72% 2.93% 0.28% 3.72%
2013 9.56% 1.58% 9.74% 7.98%
2012 9.67% -2.27% 4.28% -1.77%

Rank in Category (By Total Return)

YTD 91
1-Month 9
3-Month 91
1-Year 99
3-Year 98
5-Year 37

Load Adjusted Returns

1-Year 11.17%
3-Year 4.11%
5-Year 14.58%
10-Year 10.45%

Performance & Risk

YTD Return 2.85%
5y Average Return 12.59%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Christopher Weil
Net Assets 83.59M
YTD Return 6.45%
Yield 0.10%
Morningstar Rating
Inception Date Dec 21, 2011

Fund Summary

The fund seeks to achieve long-term capital appreciation by investing in undervalued equity securities. It invests primarily in common stocks of companies with market capitalizations of $1 billion or more. The fund may invest more than 20% of its assets in a particular sector. It is non-diversified.

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