CWFIX Mutual Fund

CWFIX Mutual Fund

NAV$9.36
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Returns Overview

1 Month
+0.64%
3 Months
+0.87%
6 Months
+1.74%
YTD
+2.38%
1 Year
+3.93%
3 Years (annualized)
+5.72%
5 Years (annualized)
+3.59%
10 Years (annualized)
+3.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWFIX 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
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📉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)
+2.38%
Peer Avg (YTD)
+2.15%
vs Peers
+0.22%

CWFIX Mutual Fund Performance

CWFIX performance across multiple time periods: 1-month 0.64%, YTD 2.38%, 1-year 3.93%, 3-year 5.72%, 5-year 3.59%, 10-year 3.69%.

CWFIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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