CWIEX Mutual Fund

CWIEX Mutual Fund

NAV$80.47
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Returns Overview

1 Month
+2.00%
3 Months
+0.74%
6 Months
+9.33%
YTD
+16.12%
1 Year
+25.31%
3 Years (annualized)
+19.89%
5 Years (annualized)
+10.22%
10 Years (annualized)
+11.27%

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)
+16.12%
Peer Avg (YTD)
+10.17%
vs Peers
+5.95%

CWIEX Mutual Fund Performance

CWIEX performance across multiple time periods: 1-month 2.00%, YTD 16.12%, 1-year 25.31%, 3-year 19.89%, 5-year 10.22%, 10-year 11.27%.

CWIEX returns outperform the peer average of 10.17% 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.