CWSDX Mutual Fund

NAV$9.68

Returns Overview

1 Month
-0.41%
3 Months
-0.38%
6 Months
+2.63%
YTD
+0.14%
1 Year
+3.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWSDX 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
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+0.14%
Peer Avg (YTD)
-1.62%
vs Peers
+1.75%

CWSDX Mutual Fund Performance

CWSDX performance across multiple time periods: 1-month -0.41%, YTD 0.14%, 1-year 3.12%.

CWSDX returns outperform the peer average of -1.62% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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