CWIEX Mutual Fund

CWIEX Mutual Fund

NAV$77.75
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Returns Overview

1 Month
-3.86%
3 Months
-3.24%
6 Months
+1.16%
YTD
+8.83%
1 Year
+12.26%
3 Years (annualized)
+20.38%
5 Years (annualized)
+8.99%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWIEX 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)
+8.83%
Peer Avg (YTD)
+8.05%
vs Peers
+0.78%

CWIEX Mutual Fund Performance

CWIEX performance across multiple time periods: 1-month -3.86%, YTD 8.83%, 1-year 12.26%, 3-year 20.38%, 5-year 8.99%, 10-year 10.84%.

CWIEX returns outperform the peer average of 8.05% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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