CFWIX Mutual Fund

CFWIX Mutual Fund

NAV$30.54
See how much of CFWIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.15%
3 Months
-5.06%
6 Months
+1.18%
YTD
+1.25%
1 Year
+1.52%
3 Years (annualized)
+10.76%
5 Years (annualized)
+4.47%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFWIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Calvert Global Water Research Index(^CALH20)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+8.60%
vs Peers
-7.35%

CFWIX Mutual Fund Performance

CFWIX performance across multiple time periods: 1-month -4.15%, YTD 1.25%, 1-year 1.52%, 3-year 10.76%, 5-year 4.47%, 10-year 8.63%.

CFWIX returns trail the peer average of 8.60% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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