CWFCX Mutual Fund

CWFCX Mutual Fund

NAV$9.44
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Returns Overview

1 Month
+0.99%
3 Months
+0.08%
6 Months
+0.69%
YTD
+1.28%
1 Year
+2.08%
3 Years (annualized)
+5.11%
5 Years (annualized)
+2.84%
10 Years (annualized)
+2.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWFCX 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)
+1.28%
Peer Avg (YTD)
+1.93%
vs Peers
-0.64%

CWFCX Mutual Fund Performance

CWFCX performance across multiple time periods: 1-month 0.99%, YTD 1.28%, 1-year 2.08%, 3-year 5.11%, 5-year 2.84%, 10-year 2.85%.

CWFCX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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