CWICX Mutual Fund

CWICX Mutual Fund

NAV$82.49
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Returns Overview

1 Month
-1.00%
3 Months
+4.40%
6 Months
+8.09%
YTD
+13.48%
1 Year
+25.10%
3 Years (annualized)
+17.45%
5 Years (annualized)
+10.84%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWICX 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)
+13.48%
Peer Avg (YTD)
+9.42%
vs Peers
+4.06%

CWICX Mutual Fund Performance

CWICX performance across multiple time periods: 1-month -1.00%, YTD 13.48%, 1-year 25.10%, 3-year 17.45%, 5-year 10.84%, 10-year 11.08%.

CWICX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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