CCWIX Mutual Fund

CCWIX Mutual Fund

NAV$22.94
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Returns Overview

1 Month
+1.72%
3 Months
+3.54%
6 Months
+10.84%
YTD
-0.13%
1 Year
+1.27%
3 Years (annualized)
+15.74%
5 Years (annualized)
+3.49%
10 Years (annualized)
+9.91%

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
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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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
-0.13%
Peer Avg (YTD)
+5.23%
vs Peers
-5.37%

CCWIX Mutual Fund Performance

CCWIX performance across multiple time periods: 1-month 1.72%, YTD -0.13%, 1-year 1.27%, 3-year 15.74%, 5-year 3.49%, 10-year 9.91%.

CCWIX returns trail the peer average of 5.23% 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.