CCWFX Mutual Fund

CCWFX Mutual Fund

NAV$15.81
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Returns Overview

3 Months
-0.62%
6 Months
-2.67%
YTD
-0.76%
1 Year
-0.13%
3 Years (annualized)
+3.29%
5 Years (annualized)
-2.41%
10 Years (annualized)
+0.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCWFX 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)
-0.76%
Peer Avg (YTD)
+0.20%
vs Peers
-0.96%

CCWFX Mutual Fund Performance

CCWFX performance across multiple time periods: YTD -0.76%, 1-year -0.13%, 3-year 3.29%, 5-year -2.41%, 10-year 0.17%.

CCWFX returns trail the peer average of 0.20% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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