CCWFX Mutual Fund

CCWFX Mutual Fund

NAV$15.81
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Returns Overview

3 Months
-0.37%
6 Months
-1.73%
YTD
-0.76%
1 Year
+1.66%
3 Years (annualized)
+2.69%
5 Years (annualized)
-2.46%
10 Years (annualized)
+0.16%

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
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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)
-0.76%
Peer Avg (YTD)
+0.25%
vs Peers
-1.01%

CCWFX Mutual Fund Performance

CCWFX performance across multiple time periods: YTD -0.76%, 1-year 1.66%, 3-year 2.69%, 5-year -2.46%, 10-year 0.16%.

CCWFX returns trail the peer average of 0.25% 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.