CWXCX Mutual Fund

NAV$9.31

Returns Overview

1 Month
+2.44%
3 Months
+9.81%
6 Months
+6.72%
YTD
+6.60%
1 Year
+6.61%
3 Years (annualized)
+4.11%
5 Years (annualized)
+4.57%
10 Years (annualized)
-0.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWXCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.60%
Peer Avg (YTD)
+3.47%
vs Peers
+3.12%

CWXCX Mutual Fund Performance

CWXCX performance across multiple time periods: 1-month 2.44%, YTD 6.60%, 1-year 6.61%, 3-year 4.11%, 5-year 4.57%, 10-year -0.69%.

CWXCX returns outperform the peer average of 3.47% YTD. With an expense ratio of 3.06%, investors should weigh costs against performance when evaluating this mutual fund.

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