CFWAX Mutual Fund

CFWAX Mutual Fund

NAV$30.36
See how much of CFWAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.48%
3 Months
+2.34%
6 Months
-4.20%
YTD
+5.51%
1 Year
+6.47%
3 Years (annualized)
+10.49%
5 Years (annualized)
+4.21%
10 Years (annualized)
+8.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFWAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Calvert Global Water Research Index(^CALH20)
This Mutual Fund (YTD)
+5.51%
Peer Avg (YTD)
+11.40%
vs Peers
-5.89%

CFWAX Mutual Fund Performance

CFWAX performance across multiple time periods: 1-month -0.48%, YTD 5.51%, 1-year 6.47%, 3-year 10.49%, 5-year 4.21%, 10-year 8.33%.

CFWAX returns trail the peer average of 11.40% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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