CONWX Mutual Fund

NAV$20.82

Returns Overview

1 Month
-0.63%
3 Months
-2.25%
6 Months
+6.57%
YTD
+6.01%
1 Year
+15.20%
3 Years (annualized)
+11.64%
5 Years (annualized)
+6.39%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CONWX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.01%
Peer Avg (YTD)
+5.93%
vs Peers
+0.08%

CONWX Mutual Fund Performance

CONWX performance across multiple time periods: 1-month -0.63%, YTD 6.01%, 1-year 15.20%, 3-year 11.64%, 5-year 6.39%, 10-year 8.52%.

CONWX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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