CWXCX Mutual Fund

CWXCX Mutual Fund

NAV$9.26
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Returns Overview

1 Month
-0.66%
3 Months
-1.10%
6 Months
+7.15%
YTD
+8.58%
1 Year
+9.23%
3 Years (annualized)
+4.09%
5 Years (annualized)
+4.56%
10 Years (annualized)
-0.85%

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
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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)
+8.58%
Peer Avg (YTD)
+3.99%
vs Peers
+4.59%

CWXCX Mutual Fund Performance

CWXCX performance across multiple time periods: 1-month -0.66%, YTD 8.58%, 1-year 9.23%, 3-year 4.09%, 5-year 4.56%, 10-year -0.85%.

CWXCX returns outperform the peer average of 3.99% 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.