CWMCX Mutual Fund

CWMCX Mutual Fund

NAV$68.11
See how much of CWMCX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.50%
3 Months
+4.79%
6 Months
+6.66%
YTD
+7.83%
1 Year
+15.11%
3 Years (annualized)
+15.25%
5 Years (annualized)
+10.86%
10 Years (annualized)
+11.99%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.83%
Peer Avg (YTD)
+9.41%
vs Peers
-1.58%

CWMCX Mutual Fund Performance

CWMCX performance across multiple time periods: 1-month 1.50%, YTD 7.83%, 1-year 15.11%, 3-year 15.25%, 5-year 10.86%, 10-year 11.99%.

CWMCX returns trail the peer average of 9.41% 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.