CWAAX Mutual Fund

CWAAX Mutual Fund

NAV$19.26
See how much of CWAAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.10%
3 Months
-6.13%
6 Months
-4.12%
YTD
-4.16%
1 Year
-2.44%
3 Years (annualized)
+2.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWAAX 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
Bloomberg Municipal Bond 5-15 Year Index(BMB)
This Mutual Fund (YTD)
-4.16%
Peer Avg (YTD)
-3.84%
vs Peers
-0.32%

CWAAX Mutual Fund Performance

CWAAX performance across multiple time periods: 1-month -4.10%, YTD -4.16%, 1-year -2.44%, 3-year 2.73%.

CWAAX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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