CWVCX Mutual Fund

CWVCX Mutual Fund

NAV$23.00
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Returns Overview

1 Month
+0.13%
3 Months
+8.99%
6 Months
+8.15%
YTD
+9.83%
1 Year
+20.18%
3 Years (annualized)
+9.25%
5 Years (annualized)
+4.10%
10 Years (annualized)
+7.76%

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)
+9.83%
Peer Avg (YTD)
+6.23%
vs Peers
+3.60%

CWVCX Mutual Fund Performance

CWVCX performance across multiple time periods: 1-month 0.13%, YTD 9.83%, 1-year 20.18%, 3-year 9.25%, 5-year 4.10%, 10-year 7.76%.

CWVCX returns outperform the peer average of 6.23% 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.