CLWFX Mutual Fund

CLWFX Mutual Fund

NAV$92.09
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Returns Overview

1 Month
+3.89%
3 Months
-2.78%
6 Months
+13.32%
YTD
+7.66%
1 Year
+13.95%
3 Years (annualized)
+21.24%
5 Years (annualized)
+10.59%
10 Years (annualized)
+16.71%

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
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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.66%
Peer Avg (YTD)
+8.51%
vs Peers
-0.85%

CLWFX Mutual Fund Performance

CLWFX performance across multiple time periods: 1-month 3.89%, YTD 7.66%, 1-year 13.95%, 3-year 21.24%, 5-year 10.59%, 10-year 16.71%.

CLWFX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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