CWXIX Mutual Fund

CWXIX Mutual Fund

NAV$9.98
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Returns Overview

1 Month
+0.18%
3 Months
+5.82%
6 Months
+9.92%
YTD
+10.53%
1 Year
+11.10%
3 Years (annualized)
+5.89%
5 Years (annualized)
+6.44%
10 Years (annualized)
+0.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWXIX 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)
+10.53%
Peer Avg (YTD)
+4.75%
vs Peers
+5.78%

CWXIX Mutual Fund Performance

CWXIX performance across multiple time periods: 1-month 0.18%, YTD 10.53%, 1-year 11.10%, 3-year 5.89%, 5-year 6.44%, 10-year 0.05%.

CWXIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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