CFWIX Mutual Fund

NAV$32.38

Returns Overview

1 Month
+3.37%
3 Months
+6.58%
6 Months
+7.52%
YTD
+6.65%
1 Year
+11.65%
3 Years (annualized)
+10.19%
5 Years (annualized)
+5.74%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFWIX 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)
+6.65%
Peer Avg (YTD)
+8.36%
vs Peers
-1.71%

CFWIX Mutual Fund Performance

CFWIX performance across multiple time periods: 1-month 3.37%, YTD 6.65%, 1-year 11.65%, 3-year 10.19%, 5-year 5.74%, 10-year 8.89%.

CFWIX returns trail the peer average of 8.36% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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