CFWCX Mutual Fund

CFWCX Mutual Fund

NAV$27.71
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Returns Overview

1 Month
+2.31%
3 Months
-2.55%
6 Months
-1.68%
YTD
+2.88%
1 Year
+3.45%
3 Years (annualized)
+13.02%
5 Years (annualized)
+3.37%
10 Years (annualized)
+7.53%

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
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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)
+2.88%
Peer Avg (YTD)
+9.73%
vs Peers
-6.85%

CFWCX Mutual Fund Performance

CFWCX performance across multiple time periods: 1-month 2.31%, YTD 2.88%, 1-year 3.45%, 3-year 13.02%, 5-year 3.37%, 10-year 7.53%.

CFWCX returns trail the peer average of 9.73% 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.