CWMAX Mutual Fund

CWMAX Mutual Fund

NAV$69.34
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Returns Overview

1 Month
+4.05%
3 Months
+1.26%
6 Months
+6.33%
YTD
+9.69%
1 Year
+12.57%
3 Years (annualized)
+20.12%
5 Years (annualized)
+11.54%
10 Years (annualized)
+13.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWMAX 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.69%
Peer Avg (YTD)
+17.72%
vs Peers
-8.03%

CWMAX Mutual Fund Performance

CWMAX performance across multiple time periods: 1-month 4.05%, YTD 9.69%, 1-year 12.57%, 3-year 20.12%, 5-year 11.54%, 10-year 13.54%.

CWMAX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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