CFWAX Mutual Fund

NAV$31.90

Returns Overview

1 Month
+3.33%
3 Months
+6.49%
6 Months
+7.37%
YTD
+6.53%
1 Year
+11.33%
3 Years (annualized)
+9.90%
5 Years (annualized)
+5.48%
10 Years (annualized)
+8.58%

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

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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
Calvert Global Water Research Index(^CALH20)
This Mutual Fund (YTD)
+6.53%
Peer Avg (YTD)
+8.36%
vs Peers
-1.82%

CFWAX Mutual Fund Performance

CFWAX performance across multiple time periods: 1-month 3.33%, YTD 6.53%, 1-year 11.33%, 3-year 9.90%, 5-year 5.48%, 10-year 8.58%.

CFWAX returns trail the peer average of 8.36% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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