CWVCX Mutual Fund

NAV$22.98

Returns Overview

1 Month
+3.47%
3 Months
+16.63%
6 Months
+9.69%
YTD
+8.69%
1 Year
+14.59%
3 Years (annualized)
+9.52%
5 Years (annualized)
+4.40%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWVCX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.69%
Peer Avg (YTD)
+8.97%
vs Peers
-0.29%

CWVCX Mutual Fund Performance

CWVCX performance across multiple time periods: 1-month 3.47%, YTD 8.69%, 1-year 14.59%, 3-year 9.52%, 5-year 4.40%, 10-year 8.17%.

CWVCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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