CWFCX Mutual Fund

CWFCX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
-1.44%
3 Months
-0.97%
6 Months
+0.55%
YTD
+0.29%
1 Year
+1.54%
3 Years (annualized)
+5.11%
5 Years (annualized)
+2.84%
10 Years (annualized)
+2.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWFCX 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
ICE BofA High Yield US Corporate Cash Pay Index
This Mutual Fund (YTD)
+0.29%
Peer Avg (YTD)
+0.50%
vs Peers
-0.21%

CWFCX Mutual Fund Performance

CWFCX performance across multiple time periods: 1-month -1.44%, YTD 0.29%, 1-year 1.54%, 3-year 5.11%, 5-year 2.84%, 10-year 2.85%.

CWFCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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