CCWIX Mutual Fund

CCWIX Mutual Fund

NAV$22.89
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Returns Overview

1 Month
+2.02%
3 Months
+7.04%
6 Months
-2.07%
YTD
-1.94%
1 Year
+4.49%
3 Years (annualized)
+8.24%
5 Years (annualized)
+3.90%
10 Years (annualized)
+9.45%

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)
-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 8.24%, 5-year 3.90%, 10-year 9.45%.

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.