CWSAX Mutual Fund

NAV$24.43

Returns Overview

1 Month
+7.14%
3 Months
+31.62%
6 Months
+36.15%
YTD
+33.91%
1 Year
+58.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWSAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+33.91%
Peer Avg (YTD)
+18.52%
vs Peers
+15.39%

CWSAX Mutual Fund Performance

CWSAX performance across multiple time periods: 1-month 7.14%, YTD 33.91%, 1-year 58.10%.

CWSAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

CWSAX performance comparison shows side-by-side returns with another fund. CWSAX alternatives are available in the Mutual Fund Screener.