CWSRX Mutual Fund

NAV$24.55

Returns Overview

1 Month
+7.20%
3 Months
+31.69%
6 Months
+36.42%
YTD
+34.12%
1 Year
+58.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWSRX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+34.12%
Peer Avg (YTD)
+18.52%
vs Peers
+15.59%

CWSRX Mutual Fund Performance

CWSRX performance across multiple time periods: 1-month 7.20%, YTD 34.12%, 1-year 58.64%.

CWSRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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