CWXIX Mutual Fund

CWXIX Mutual Fund

NAV$10.13
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Returns Overview

1 Month
+3.03%
3 Months
+8.55%
6 Months
+10.39%
YTD
+10.33%
1 Year
+11.02%
3 Years (annualized)
+6.13%
5 Years (annualized)
+6.52%
10 Years (annualized)
+0.58%

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
PROUpgrade to run
🏦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)
+10.33%
Peer Avg (YTD)
+2.39%
vs Peers
+7.95%

CWXIX Mutual Fund Performance

CWXIX performance across multiple time periods: 1-month 3.03%, YTD 10.33%, 1-year 11.02%, 3-year 6.13%, 5-year 6.52%, 10-year 0.58%.

CWXIX returns outperform the peer average of 2.39% 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.