CFWCX Mutual Fund

CFWCX Mutual Fund

NAV$27.24
See how much of CFWCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.57%
3 Months
+2.11%
6 Months
-4.56%
YTD
+4.98%
1 Year
+5.68%
3 Years (annualized)
+9.11%
5 Years (annualized)
+3.27%
10 Years (annualized)
+7.44%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Calvert Global Water Research Index(^CALH20)
This Mutual Fund (YTD)
+4.98%
Peer Avg (YTD)
+11.40%
vs Peers
-6.42%

CFWCX Mutual Fund Performance

CFWCX performance across multiple time periods: 1-month -0.57%, YTD 4.98%, 1-year 5.68%, 3-year 9.11%, 5-year 3.27%, 10-year 7.44%.

CFWCX returns trail the peer average of 11.40% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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