CWFRX Mutual Fund

CWFRX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
+0.02%
3 Months
+0.90%
6 Months
+1.47%
YTD
+1.78%
1 Year
+4.26%
3 Years (annualized)
+6.26%
5 Years (annualized)
+3.93%
10 Years (annualized)
+3.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWFRX 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)
+1.78%
Peer Avg (YTD)
+0.12%
vs Peers
+1.66%

CWFRX Mutual Fund Performance

CWFRX performance across multiple time periods: 1-month 0.02%, YTD 1.78%, 1-year 4.26%, 3-year 6.26%, 5-year 3.93%, 10-year 3.91%.

CWFRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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