CCWIX Mutual Fund

CCWIX Mutual Fund

NAV$22.13
See how much of CCWIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.02%
3 Months
+7.04%
6 Months
-2.07%
YTD
-1.94%
1 Year
+4.49%
3 Years (annualized)
+8.14%
5 Years (annualized)
+3.85%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCWIX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
-1.94%
Peer Avg (YTD)
+6.23%
vs Peers
-8.17%

CCWIX Mutual Fund Performance

CCWIX performance across multiple time periods: 1-month 2.02%, YTD -1.94%, 1-year 4.49%, 3-year 8.14%, 5-year 3.85%, 10-year 9.19%.

CCWIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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