CDWEX Mutual Fund

CDWEX Mutual Fund

NAV$16.04
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Returns Overview

1 Month
-0.19%
3 Months
+0.54%
6 Months
+17.86%
YTD
+16.33%
1 Year
+22.80%
3 Years (annualized)
+19.77%
5 Years (annualized)
+5.79%
10 Years (annualized)
+7.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDWEX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+16.33%
Peer Avg (YTD)
+20.48%
vs Peers
-4.15%

CDWEX Mutual Fund Performance

CDWEX performance across multiple time periods: 1-month -0.19%, YTD 16.33%, 1-year 22.80%, 3-year 19.77%, 5-year 5.79%, 10-year 7.29%.

CDWEX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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