CWVCX Mutual Fund

CWVCX Mutual Fund

NAV$22.95
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Returns Overview

1 Month
+1.31%
3 Months
-1.46%
6 Months
+7.40%
YTD
+7.25%
1 Year
+11.33%
3 Years (annualized)
+14.80%
5 Years (annualized)
+3.32%
10 Years (annualized)
+7.67%

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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.25%
Peer Avg (YTD)
+5.23%
vs Peers
+2.01%

CWVCX Mutual Fund Performance

CWVCX performance across multiple time periods: 1-month 1.31%, YTD 7.25%, 1-year 11.33%, 3-year 14.80%, 5-year 3.32%, 10-year 7.67%.

CWVCX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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