CWSAX Mutual Fund

CWSAX Mutual Fund

NAV$21.16
See how much of CWSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.20%
3 Months
-7.28%
6 Months
-3.63%
YTD
+11.70%
1 Year
+14.54%
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
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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.70%
Peer Avg (YTD)
+12.21%
vs Peers
-0.51%

CWSAX Mutual Fund Performance

CWSAX performance across multiple time periods: 1-month -2.20%, YTD 11.70%, 1-year 14.54%, 3-year 26.03%, 5-year 10.19%.

CWSAX returns trail the peer average of 12.21% 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.