PEER GROUP ANALYSIS
This chart compares CWB to the highest rated funds in its peer group of Growth & Income funds. The above graph illustrates two key measures that investors should consider when assessing the investment potential of a particular fund. One of the key factors is how the fund has performed over the most recent reporting period, defined as the 1 year total return on the bottom axis. The second factor is the fund's reported expense ratio, on the right axis, which includes things like management fees. The best funds, with higher returns and lower expenses, stake out a position in the lower left part of this graph.
TOP RATED FUNDS : Growth & Income
|AlphaClone Alternative Alpha ETF||ALFA||0.35||4.72||15.09||0.95||1|
|ProShares UltraSht Australian Dlr||CROC||29.50||65.48||19.69||1.01||2|
|Direxion All Cap Insider Sentiment||KNOW||-2.49||1.13||18.07||0.66||3|
|Bancroft Fund Ltd.||BCV||-0.29||-1.58||9.22||1.10||4|
|First Trust Lrg Cap Core AlphaDEX||FEX||-6.61||-4.83||13.44||0.64||5|
|First Trust Value Line Dividend||FVD||-6.42||-1.37||11.55||0.70||6|
|Vanguard Tot Stk Mkt Idx ETF||VTI||-5.03||-2.35||12.68||0.05||7|
|ProShares Short Euro||EUFX||7.22||14.09||3.39||0.96||8|
|BlackRock Enhanced Capital and Inc||CII||2.73||-3.40||10.26||0.93||9|
|SPDR Barclays Conv Sec ETF||CWB||-2.08||-4.93||9.99||0.40||16|
|The above table compares the total return performance and expense ratio of SPDR Barclays Conv Sec ETF to the top rated funds within the Growth & Income peer group. SPDR Barclays Conv Sec ETF ranks number 16 out of 110 Growth & Income closed-end and exchange-traded funds that we rate.|
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