CWFAX Mutual Fund

CWFAX Mutual Fund

NAV$9.56
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Returns Overview

1 Month
+0.20%
3 Months
+1.63%
6 Months
+1.62%
YTD
+1.51%
1 Year
+4.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWFAX 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
ICE BofA High Yield US Corporate Cash Pay Index
This Mutual Fund (YTD)
+1.51%
Peer Avg (YTD)
+3.23%
vs Peers
-1.71%

CWFAX Mutual Fund Performance

CWFAX performance across multiple time periods: 1-month 0.20%, YTD 1.51%, 1-year 4.05%.

CWFAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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