CWMFX Mutual Fund

CWMFX Mutual Fund

NAV$65.53
See how much of CWMFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
-1.66%
6 Months
+0.33%
YTD
+1.49%
1 Year
+8.77%
3 Years (annualized)
+13.58%
5 Years (annualized)
+10.31%
10 Years (annualized)
+12.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWMFX 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)
+1.49%
Peer Avg (YTD)
+9.41%
vs Peers
-7.92%

CWMFX Mutual Fund Performance

CWMFX performance across multiple time periods: YTD 1.49%, 1-year 8.77%, 3-year 13.58%, 5-year 10.31%, 10-year 12.25%.

CWMFX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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