CWSRX Mutual Fund

CWSRX Mutual Fund

NAV$22.06
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Returns Overview

1 Month
-3.20%
3 Months
-14.61%
6 Months
+12.46%
YTD
+14.53%
1 Year
+23.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWSRX 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 Growth Index(^RUO)
This Mutual Fund (YTD)
+14.53%
Peer Avg (YTD)
+10.34%
vs Peers
+4.18%

CWSRX Mutual Fund Performance

CWSRX performance across multiple time periods: 1-month -3.20%, YTD 14.53%, 1-year 23.40%.

CWSRX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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