CFWAX Mutual Fund

CFWAX Mutual Fund

NAV$30.25
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Returns Overview

1 Month
-4.19%
3 Months
-5.11%
6 Months
+1.05%
YTD
+1.09%
1 Year
+1.25%
3 Years (annualized)
+10.49%
5 Years (annualized)
+4.21%
10 Years (annualized)
+8.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFWAX 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
Calvert Global Water Research Index(^CALH20)
This Mutual Fund (YTD)
+1.09%
Peer Avg (YTD)
+8.60%
vs Peers
-7.51%

CFWAX Mutual Fund Performance

CFWAX performance across multiple time periods: 1-month -4.19%, YTD 1.09%, 1-year 1.25%, 3-year 10.49%, 5-year 4.21%, 10-year 8.33%.

CFWAX returns trail the peer average of 8.60% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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