CWXAX Mutual Fund

CWXAX Mutual Fund

NAV$9.91
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Returns Overview

1 Month
+2.46%
3 Months
+9.98%
6 Months
+7.14%
YTD
+7.02%
1 Year
+7.40%
3 Years (annualized)
+4.88%
5 Years (annualized)
+5.35%
10 Years (annualized)
+0.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWXAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.02%
Peer Avg (YTD)
+3.47%
vs Peers
+3.55%

CWXAX Mutual Fund Performance

CWXAX performance across multiple time periods: 1-month 2.46%, YTD 7.02%, 1-year 7.40%, 3-year 4.88%, 5-year 5.35%, 10-year 0.06%.

CWXAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.31%, investors should weigh costs against performance when evaluating this mutual fund.

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