CWECX Mutual Fund

CWECX Mutual Fund

NAV$15.09
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Returns Overview

1 Month
-2.49%
3 Months
-3.18%
6 Months
-6.55%
YTD
-10.18%
1 Year
-4.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWECX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-10.18%
Peer Avg (YTD)
+2.39%
vs Peers
-12.57%

CWECX Mutual Fund Performance

CWECX performance across multiple time periods: 1-month -2.49%, YTD -10.18%, 1-year -4.11%.

CWECX returns trail the peer average of 2.39% YTD. With an expense ratio of 3.02%, investors should weigh costs against performance when evaluating this mutual fund.

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