CWBCX Mutual Fund

CWBCX Mutual Fund

NAV$15.03
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Returns Overview

1 Month
-3.11%
3 Months
-3.42%
6 Months
-2.64%
YTD
-4.58%
1 Year
-4.75%
3 Years (annualized)
+2.34%
5 Years (annualized)
-3.27%
10 Years (annualized)
-0.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWBCX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-4.58%
Peer Avg (YTD)
-1.59%
vs Peers
-2.99%

CWBCX Mutual Fund Performance

CWBCX performance across multiple time periods: 1-month -3.11%, YTD -4.58%, 1-year -4.75%, 3-year 2.34%, 5-year -3.27%, 10-year -0.71%.

CWBCX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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