CFWAX Mutual Fund

CFWAX Mutual Fund

NAV$31.44
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Returns Overview

1 Month
-0.48%
3 Months
+1.10%
6 Months
+0.58%
YTD
+6.02%
1 Year
+10.91%
3 Years (annualized)
+8.78%
5 Years (annualized)
+4.68%
10 Years (annualized)
+8.27%

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
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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
Calvert Global Water Research Index(^CALH20)
This Mutual Fund (YTD)
+6.02%
Peer Avg (YTD)
+8.69%
vs Peers
-2.67%

CFWAX Mutual Fund Performance

CFWAX performance across multiple time periods: 1-month -0.48%, YTD 6.02%, 1-year 10.91%, 3-year 8.78%, 5-year 4.68%, 10-year 8.27%.

CFWAX returns trail the peer average of 8.69% 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.