CWXCX Mutual Fund

CWXCX Mutual Fund

NAV$9.29
See how much of CWXCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.00%
3 Months
+8.35%
6 Months
+9.94%
YTD
+9.79%
1 Year
+10.06%
3 Years (annualized)
+5.10%
5 Years (annualized)
+5.50%
10 Years (annualized)
-0.42%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.79%
Peer Avg (YTD)
+2.39%
vs Peers
+7.40%

CWXCX Mutual Fund Performance

CWXCX performance across multiple time periods: 1-month 3.00%, YTD 9.79%, 1-year 10.06%, 3-year 5.10%, 5-year 5.50%, 10-year -0.42%.

CWXCX returns outperform the peer average of 2.39% YTD. With an expense ratio of 3.06%, investors should weigh costs against performance when evaluating this mutual fund.

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