CDWAX Mutual Fund

CDWAX Mutual Fund

NAV$16.55
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Returns Overview

1 Month
-1.59%
3 Months
+4.45%
6 Months
+7.80%
YTD
+16.41%
1 Year
+32.34%
3 Years (annualized)
+16.67%
5 Years (annualized)
+5.93%
10 Years (annualized)
+7.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDWAX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+16.41%
Peer Avg (YTD)
+17.66%
vs Peers
-1.25%

CDWAX Mutual Fund Performance

CDWAX performance across multiple time periods: 1-month -1.59%, YTD 16.41%, 1-year 32.34%, 3-year 16.67%, 5-year 5.93%, 10-year 7.16%.

CDWAX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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