CCWSX Mutual Fund

CCWSX Mutual Fund

NAV$21.96
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Returns Overview

1 Month
-3.56%
3 Months
+3.74%
6 Months
+14.51%
YTD
-2.05%
1 Year
-0.30%
3 Years (annualized)
+12.65%
5 Years (annualized)
+3.70%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCWSX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
-2.05%
Peer Avg (YTD)
+8.68%
vs Peers
-10.73%

CCWSX Mutual Fund Performance

CCWSX performance across multiple time periods: 1-month -3.56%, YTD -2.05%, 1-year -0.30%, 3-year 12.65%, 5-year 3.70%, 10-year 9.27%.

CCWSX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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