CWEAX Mutual Fund

CWEAX Mutual Fund

NAV$14.34
See how much of CWEAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.41%
3 Months
-3.02%
6 Months
-6.22%
YTD
-9.80%
1 Year
-3.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWEAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-9.80%
Peer Avg (YTD)
+2.39%
vs Peers
-12.19%

CWEAX Mutual Fund Performance

CWEAX performance across multiple time periods: 1-month -2.41%, YTD -9.80%, 1-year -3.38%.

CWEAX returns trail the peer average of 2.39% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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