CWICX Mutual Fund

CWICX Mutual Fund

NAV$75.34
See how much of CWICX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.90%
3 Months
-3.36%
6 Months
+0.89%
YTD
+8.36%
1 Year
+11.67%
3 Years (annualized)
+19.80%
5 Years (annualized)
+9.59%
10 Years (annualized)
+10.85%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.36%
Peer Avg (YTD)
+8.05%
vs Peers
+0.30%

CWICX Mutual Fund Performance

CWICX performance across multiple time periods: 1-month -3.90%, YTD 8.36%, 1-year 11.67%, 3-year 19.80%, 5-year 9.59%, 10-year 10.85%.

CWICX returns outperform the peer average of 8.05% 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.