CWFIX Mutual Fund

CWFIX Mutual Fund

NAV$9.52
See how much of CWFIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.02%
3 Months
+0.77%
6 Months
+1.42%
YTD
+1.73%
1 Year
+4.16%
3 Years (annualized)
+6.16%
5 Years (annualized)
+3.87%
10 Years (annualized)
+3.88%

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
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

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)
+1.73%
Peer Avg (YTD)
+0.12%
vs Peers
+1.61%

CWFIX Mutual Fund Performance

CWFIX performance across multiple time periods: 1-month 0.02%, YTD 1.73%, 1-year 4.16%, 3-year 6.16%, 5-year 3.87%, 10-year 3.88%.

CWFIX returns outperform the peer average of 0.12% 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.