CWEIX Mutual Fund

CWEIX Mutual Fund

NAV$15.90
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Returns Overview

1 Month
-2.38%
3 Months
-2.92%
6 Months
-6.09%
YTD
-9.68%
1 Year
-3.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWEIX 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)
-9.68%
Peer Avg (YTD)
+2.39%
vs Peers
-12.07%

CWEIX Mutual Fund Performance

CWEIX performance across multiple time periods: 1-month -2.38%, YTD -9.68%, 1-year -3.10%.

CWEIX returns trail the peer average of 2.39% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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