CWMAX Mutual Fund

CWMAX Mutual Fund

NAV$65.54
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Returns Overview

1 Month
+0.77%
3 Months
+3.82%
6 Months
+2.74%
YTD
+9.81%
1 Year
+14.37%
3 Years (annualized)
+15.64%
5 Years (annualized)
+10.63%
10 Years (annualized)
+12.56%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.81%
Peer Avg (YTD)
+11.21%
vs Peers
-1.40%

CWMAX Mutual Fund Performance

CWMAX performance across multiple time periods: 1-month 0.77%, YTD 9.81%, 1-year 14.37%, 3-year 15.64%, 5-year 10.63%, 10-year 12.56%.

CWMAX returns trail the peer average of 11.21% 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.