CFWCX Mutual Fund

NAV$29.03

Returns Overview

1 Month
+3.28%
3 Months
+6.34%
6 Months
+7.02%
YTD
+6.18%
1 Year
+10.55%
3 Years (annualized)
+9.04%
5 Years (annualized)
+4.81%
10 Years (annualized)
+7.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFWCX 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)
+6.18%
Peer Avg (YTD)
+8.36%
vs Peers
-2.18%

CFWCX Mutual Fund Performance

CFWCX performance across multiple time periods: 1-month 3.28%, YTD 6.18%, 1-year 10.55%, 3-year 9.04%, 5-year 4.81%, 10-year 7.84%.

CFWCX returns trail the peer average of 8.36% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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