CFWIX Mutual Fund

CFWIX Mutual Fund

NAV$31.73
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Returns Overview

1 Month
-0.47%
3 Months
+1.16%
6 Months
+0.70%
YTD
+6.14%
1 Year
+11.16%
3 Years (annualized)
+9.05%
5 Years (annualized)
+4.95%
10 Years (annualized)
+8.57%

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
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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)
+6.14%
Peer Avg (YTD)
+8.69%
vs Peers
-2.55%

CFWIX Mutual Fund Performance

CFWIX performance across multiple time periods: 1-month -0.47%, YTD 6.14%, 1-year 11.16%, 3-year 9.05%, 5-year 4.95%, 10-year 8.57%.

CFWIX returns trail the peer average of 8.69% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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