CDWFX Mutual Fund

CDWFX Mutual Fund

NAV$16.21
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Returns Overview

6 Months
+16.04%
YTD
+14.72%
1 Year
+21.23%
3 Years (annualized)
+19.51%
5 Years (annualized)
+5.84%
10 Years (annualized)
+7.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDWFX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+14.72%
Peer Avg (YTD)
+20.48%
vs Peers
-5.77%

CDWFX Mutual Fund Performance

CDWFX performance across multiple time periods: YTD 14.72%, 1-year 21.23%, 3-year 19.51%, 5-year 5.84%, 10-year 7.61%.

CDWFX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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