CWEIX Mutual Fund

NAV$15.88

Returns Overview

1 Month
-1.64%
3 Months
+0.06%
6 Months
-7.26%
YTD
-7.47%
1 Year
-2.64%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-7.47%
Peer Avg (YTD)
+3.47%
vs Peers
-10.95%

CWEIX Mutual Fund Performance

CWEIX performance across multiple time periods: 1-month -1.64%, YTD -7.47%, 1-year -2.64%.

CWEIX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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