CWSIX Mutual Fund

NAV$15.55

Returns Overview

1 Month
+5.74%
3 Months
+16.82%
6 Months
+24.03%
YTD
+22.83%
1 Year
+35.20%
3 Years (annualized)
+13.18%
5 Years (annualized)
+7.16%
10 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWSIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.83%
Peer Avg (YTD)
+18.52%
vs Peers
+4.30%

CWSIX Mutual Fund Performance

CWSIX performance across multiple time periods: 1-month 5.74%, YTD 22.83%, 1-year 35.20%, 3-year 13.18%, 5-year 7.16%, 10-year 8.61%.

CWSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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