CCWAX Mutual Fund

CCWAX Mutual Fund

NAV$16.02
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Returns Overview

1 Month
-0.63%
3 Months
-1.09%
6 Months
-2.46%
YTD
-1.51%
1 Year
+0.83%
3 Years (annualized)
+2.32%
5 Years (annualized)
-2.73%
10 Years (annualized)
+0.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCWAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-1.51%
Peer Avg (YTD)
+0.25%
vs Peers
-1.75%

CCWAX Mutual Fund Performance

CCWAX performance across multiple time periods: 1-month -0.63%, YTD -1.51%, 1-year 0.83%, 3-year 2.32%, 5-year -2.73%, 10-year 0.01%.

CCWAX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

CCWAX vs another fund shows side-by-side returns. CCWAX alternatives are available in the Mutual Fund Screener.