CWSAX Mutual Fund

CWSAX Mutual Fund

NAV$23.18
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Returns Overview

1 Month
-10.04%
3 Months
+3.94%
6 Months
+16.82%
YTD
+22.48%
1 Year
+39.22%
3 Years (annualized)
+26.03%
5 Years (annualized)
+10.19%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+22.48%
Peer Avg (YTD)
+15.31%
vs Peers
+7.17%

CWSAX Mutual Fund Performance

CWSAX performance across multiple time periods: 1-month -10.04%, YTD 22.48%, 1-year 39.22%, 3-year 26.03%, 5-year 10.19%.

CWSAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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