CDWCX Mutual Fund

NAV$15.88

Returns Overview

1 Month
-1.04%
3 Months
+17.02%
6 Months
+17.78%
YTD
+15.43%
1 Year
+33.47%
3 Years (annualized)
+17.93%
5 Years (annualized)
+4.47%
10 Years (annualized)
+6.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDWCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+15.43%
Peer Avg (YTD)
+23.08%
vs Peers
-7.65%

CDWCX Mutual Fund Performance

CDWCX performance across multiple time periods: 1-month -1.04%, YTD 15.43%, 1-year 33.47%, 3-year 17.93%, 5-year 4.47%, 10-year 6.88%.

CDWCX returns trail the peer average of 23.08% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

CDWCX performance comparison shows side-by-side returns with another fund. CDWCX alternatives are available in the Mutual Fund Screener.