CCWEX Mutual Fund

CCWEX Mutual Fund

NAV$15.95
See how much of CCWEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.57%
3 Months
-1.07%
6 Months
-2.48%
YTD
-1.52%
1 Year
+0.75%
3 Years (annualized)
+2.20%
5 Years (annualized)
-2.85%
10 Years (annualized)
-0.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCWEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-1.52%
Peer Avg (YTD)
+0.25%
vs Peers
-1.77%

CCWEX Mutual Fund Performance

CCWEX performance across multiple time periods: 1-month -0.57%, YTD -1.52%, 1-year 0.75%, 3-year 2.20%, 5-year -2.85%, 10-year -0.24%.

CCWEX returns trail the peer average of 0.25% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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