CWXIX Mutual Fund

NAV$10.16

Returns Overview

1 Month
+2.53%
3 Months
+10.16%
6 Months
+7.32%
YTD
+7.09%
1 Year
+7.64%
3 Years (annualized)
+5.15%
5 Years (annualized)
+5.63%
10 Years (annualized)
+0.31%

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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.09%
Peer Avg (YTD)
+3.47%
vs Peers
+3.61%

CWXIX Mutual Fund Performance

CWXIX performance across multiple time periods: 1-month 2.53%, YTD 7.09%, 1-year 7.64%, 3-year 5.15%, 5-year 5.63%, 10-year 0.31%.

CWXIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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