CWSWX Mutual Fund

CWSWX Mutual Fund

NAV$14.35
See how much of CWSWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.19%
3 Months
-6.32%
6 Months
+9.45%
YTD
+15.12%
1 Year
+19.05%
3 Years (annualized)
+12.90%
5 Years (annualized)
+8.43%
10 Years (annualized)
+8.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWSWX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.12%
Peer Avg (YTD)
+10.34%
vs Peers
+4.77%

CWSWX Mutual Fund Performance

CWSWX performance across multiple time periods: 1-month -6.19%, YTD 15.12%, 1-year 19.05%, 3-year 12.90%, 5-year 8.43%, 10-year 8.53%.

CWSWX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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