CWAAX Mutual Fund

CWAAX Mutual Fund

NAV$20.20
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Returns Overview

1 Month
+0.39%
3 Months
+1.86%
6 Months
+1.86%
YTD
+1.81%
1 Year
+5.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWAAX 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
Bloomberg Municipal Bond 5-15 Year Index(BMB)
This Mutual Fund (YTD)
+1.81%
Peer Avg (YTD)
+1.79%
vs Peers
+0.03%

CWAAX Mutual Fund Performance

CWAAX performance across multiple time periods: 1-month 0.39%, YTD 1.81%, 1-year 5.55%.

CWAAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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