CWSIX Mutual Fund

CWSIX Mutual Fund

NAV$14.59
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Returns Overview

1 Month
+1.18%
3 Months
+9.26%
6 Months
+15.37%
YTD
+25.49%
1 Year
+35.81%
3 Years (annualized)
+12.82%
5 Years (annualized)
+8.38%
10 Years (annualized)
+8.51%

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
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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 Value Index(^RUJ)
This Mutual Fund (YTD)
+25.49%
Peer Avg (YTD)
+15.31%
vs Peers
+10.18%

CWSIX Mutual Fund Performance

CWSIX performance across multiple time periods: 1-month 1.18%, YTD 25.49%, 1-year 35.81%, 3-year 12.82%, 5-year 8.38%, 10-year 8.51%.

CWSIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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