CWSWX Mutual Fund

CWSWX Mutual Fund

NAV$14.54
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Returns Overview

1 Month
-1.36%
3 Months
+5.56%
6 Months
+8.27%
YTD
+23.92%
1 Year
+24.78%
3 Years (annualized)
+12.90%
5 Years (annualized)
+8.43%
10 Years (annualized)
+8.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWSWX 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)
+23.92%
Peer Avg (YTD)
+15.20%
vs Peers
+8.72%

CWSWX Mutual Fund Performance

CWSWX performance across multiple time periods: 1-month -1.36%, YTD 23.92%, 1-year 24.78%, 3-year 12.90%, 5-year 8.43%, 10-year 8.53%.

CWSWX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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