CWIFX Mutual Fund

CWIFX Mutual Fund

NAV$79.79
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Returns Overview

3 Months
-2.11%
6 Months
+6.33%
YTD
+11.65%
1 Year
+22.14%
3 Years (annualized)
+19.13%
5 Years (annualized)
+9.97%
10 Years (annualized)
+11.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWIFX 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)
+11.65%
Peer Avg (YTD)
+10.17%
vs Peers
+1.48%

CWIFX Mutual Fund Performance

CWIFX performance across multiple time periods: YTD 11.65%, 1-year 22.14%, 3-year 19.13%, 5-year 9.97%, 10-year 11.39%.

CWIFX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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