CWCFX Mutual Fund

CWCFX Mutual Fund

NAV$11.84
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Returns Overview

1 Month
-0.64%
3 Months
+3.54%
6 Months
+9.75%
YTD
+16.67%
1 Year
+15.94%
3 Years (annualized)
+2.79%
5 Years (annualized)
+12.98%
10 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWCFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.67%
Peer Avg (YTD)
+19.87%
vs Peers
-3.21%

CWCFX Mutual Fund Performance

CWCFX performance across multiple time periods: 1-month -0.64%, YTD 16.67%, 1-year 15.94%, 3-year 2.79%, 5-year 12.98%, 10-year 10.50%.

CWCFX returns trail the peer average of 19.87% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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