CDWEX Mutual Fund

CDWEX Mutual Fund

NAV$15.09
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Returns Overview

1 Month
-8.58%
3 Months
-6.60%
6 Months
-2.50%
YTD
+6.35%
1 Year
+9.68%
3 Years (annualized)
+18.86%
5 Years (annualized)
+4.42%
10 Years (annualized)
+6.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDWEX 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)
+6.35%
Peer Avg (YTD)
+9.82%
vs Peers
-3.47%

CDWEX Mutual Fund Performance

CDWEX performance across multiple time periods: 1-month -8.58%, YTD 6.35%, 1-year 9.68%, 3-year 18.86%, 5-year 4.42%, 10-year 6.26%.

CDWEX returns trail the peer average of 9.82% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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