CLWFX Mutual Fund

CLWFX Mutual Fund

NAV$90.91
See how much of CLWFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.32%
3 Months
+3.08%
6 Months
+21.47%
YTD
+10.16%
1 Year
+12.30%
3 Years (annualized)
+21.24%
5 Years (annualized)
+10.59%
10 Years (annualized)
+16.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLWFX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+10.16%
Peer Avg (YTD)
+8.68%
vs Peers
+1.48%

CLWFX Mutual Fund Performance

CLWFX performance across multiple time periods: 1-month 2.32%, YTD 10.16%, 1-year 12.30%, 3-year 21.24%, 5-year 10.59%, 10-year 16.71%.

CLWFX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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