CWMFX Mutual Fund

CWMFX Mutual Fund

NAV$65.53
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Returns Overview

3 Months
-3.52%
6 Months
-0.74%
YTD
+1.49%
1 Year
+6.41%
3 Years (annualized)
+14.18%
5 Years (annualized)
+9.85%
10 Years (annualized)
+12.29%

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)
+11.21%
vs Peers
-9.73%

CWMFX Mutual Fund Performance

CWMFX performance across multiple time periods: YTD 1.49%, 1-year 6.41%, 3-year 14.18%, 5-year 9.85%, 10-year 12.29%.

CWMFX returns trail the peer average of 11.21% 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.