CNWAX Mutual Fund

CNWAX Mutual Fund

NAV$106.10
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Returns Overview

1 Month
+0.21%
3 Months
+18.26%
6 Months
+16.41%
YTD
+14.73%
1 Year
+29.21%
3 Years (annualized)
+17.50%
5 Years (annualized)
+6.10%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNWAX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+14.73%
Peer Avg (YTD)
+23.08%
vs Peers
-8.35%

CNWAX Mutual Fund Performance

CNWAX performance across multiple time periods: 1-month 0.21%, YTD 14.73%, 1-year 29.21%, 3-year 17.50%, 5-year 6.10%, 10-year 10.74%.

CNWAX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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