CWSHX Mutual Fund

CWSHX Mutual Fund

NAV$14.34
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Returns Overview

1 Month
-6.32%
3 Months
-6.63%
6 Months
+8.79%
YTD
+14.11%
1 Year
+17.66%
3 Years (annualized)
+11.65%
5 Years (annualized)
+7.27%
10 Years (annualized)
+7.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWSHX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.11%
Peer Avg (YTD)
+10.34%
vs Peers
+3.77%

CWSHX Mutual Fund Performance

CWSHX performance across multiple time periods: 1-month -6.32%, YTD 14.11%, 1-year 17.66%, 3-year 11.65%, 5-year 7.27%, 10-year 7.42%.

CWSHX returns outperform the peer average of 10.34% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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