CWMCX Mutual Fund

CWMCX Mutual Fund

NAV$65.04
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Returns Overview

1 Month
+0.71%
3 Months
+3.62%
6 Months
+6.35%
YTD
+8.60%
1 Year
+13.51%
3 Years (annualized)
+17.06%
5 Years (annualized)
+11.18%
10 Years (annualized)
+12.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWMCX 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)
+8.60%
Peer Avg (YTD)
+11.21%
vs Peers
-2.61%

CWMCX Mutual Fund Performance

CWMCX performance across multiple time periods: 1-month 0.71%, YTD 8.60%, 1-year 13.51%, 3-year 17.06%, 5-year 11.18%, 10-year 12.47%.

CWMCX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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