CONWX Mutual Fund

CONWX Mutual Fund

NAV$20.91
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Returns Overview

1 Month
-2.90%
3 Months
-0.24%
6 Months
-2.49%
YTD
+5.75%
1 Year
+9.56%
3 Years (annualized)
+11.61%
5 Years (annualized)
+6.76%
10 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CONWX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.75%
Peer Avg (YTD)
+5.22%
vs Peers
+0.53%

CONWX Mutual Fund Performance

CONWX performance across multiple time periods: 1-month -2.90%, YTD 5.75%, 1-year 9.56%, 3-year 11.61%, 5-year 6.76%, 10-year 8.26%.

CONWX returns outperform the peer average of 5.22% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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