CCWSX Mutual Fund

CCWSX Mutual Fund

NAV$22.83
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Returns Overview

1 Month
+1.73%
3 Months
+3.52%
6 Months
+10.71%
YTD
-0.36%
1 Year
+1.02%
3 Years (annualized)
+15.45%
5 Years (annualized)
+3.23%
10 Years (annualized)
+9.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCWSX 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)
-0.36%
Peer Avg (YTD)
+5.23%
vs Peers
-5.59%

CCWSX Mutual Fund Performance

CCWSX performance across multiple time periods: 1-month 1.73%, YTD -0.36%, 1-year 1.02%, 3-year 15.45%, 5-year 3.23%, 10-year 9.63%.

CCWSX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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