CWAIX Mutual Fund

CWAIX Mutual Fund

NAV$19.92
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Returns Overview

1 Month
-1.75%
3 Months
-0.62%
6 Months
-0.49%
YTD
+0.44%
1 Year
+5.14%
3 Years (annualized)
+2.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWAIX 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)
+0.44%
Peer Avg (YTD)
+0.23%
vs Peers
+0.21%

CWAIX Mutual Fund Performance

CWAIX performance across multiple time periods: 1-month -1.75%, YTD 0.44%, 1-year 5.14%, 3-year 2.66%.

CWAIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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