CWNIX Mutual Fund

CWNIX Mutual Fund

NAV$9.94
See how much of CWNIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.20%
3 Months
-0.20%
6 Months
+4.31%
YTD
-0.20%
1 Year
-6.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWNIX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
-0.20%
Peer Avg (YTD)
+5.36%
vs Peers
-5.56%

CWNIX Mutual Fund Performance

CWNIX performance across multiple time periods: 1-month -0.20%, YTD -0.20%, 1-year -6.50%.

CWNIX returns trail the peer average of 5.36% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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