CWSBX Mutual Fund

CWSBX Mutual Fund

NAV$22.81
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Returns Overview

1 Month
-10.08%
3 Months
+3.71%
6 Months
+16.36%
YTD
+21.99%
1 Year
+38.15%
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)
+21.99%
Peer Avg (YTD)
+15.31%
vs Peers
+6.68%

CWSBX Mutual Fund Performance

CWSBX performance across multiple time periods: 1-month -10.08%, YTD 21.99%, 1-year 38.15%, 3-year 25.10%, 5-year 9.38%.

CWSBX returns outperform the peer average of 15.31% 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.