CWIAX Mutual Fund

CWIAX Mutual Fund

NAV$82.55
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Returns Overview

1 Month
-0.93%
3 Months
+4.60%
6 Months
+8.51%
YTD
+14.00%
1 Year
+26.07%
3 Years (annualized)
+19.02%
5 Years (annualized)
+10.96%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWIAX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+14.00%
Peer Avg (YTD)
+9.42%
vs Peers
+4.58%

CWIAX Mutual Fund Performance

CWIAX performance across multiple time periods: 1-month -0.93%, YTD 14.00%, 1-year 26.07%, 3-year 19.02%, 5-year 10.96%, 10-year 11.66%.

CWIAX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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