CLWFX Mutual Fund

NAV$88.97

Returns Overview

1 Month
-3.50%
3 Months
+17.84%
6 Months
+6.62%
YTD
+6.87%
1 Year
+18.54%
3 Years (annualized)
+21.56%
5 Years (annualized)
+13.63%
10 Years (annualized)
+18.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLWFX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.87%
Peer Avg (YTD)
+8.97%
vs Peers
-2.10%

CLWFX Mutual Fund Performance

CLWFX performance across multiple time periods: 1-month -3.50%, YTD 6.87%, 1-year 18.54%, 3-year 21.56%, 5-year 13.63%, 10-year 18.10%.

CLWFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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