CWSBX Mutual Fund

CWSBX Mutual Fund

NAV$21.48
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Returns Overview

1 Month
-2.28%
3 Months
-7.46%
6 Months
-4.03%
YTD
+10.96%
1 Year
+13.68%
3 Years (annualized)
+25.10%
5 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWSBX 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)
+10.96%
Peer Avg (YTD)
+12.21%
vs Peers
-1.25%

CWSBX Mutual Fund Performance

CWSBX performance across multiple time periods: 1-month -2.28%, YTD 10.96%, 1-year 13.68%, 3-year 25.10%, 5-year 9.38%.

CWSBX returns trail the peer average of 12.21% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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