CWVCX Mutual Fund

CWVCX Mutual Fund

NAV$22.02
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Returns Overview

1 Month
-3.88%
3 Months
-2.60%
6 Months
+13.59%
YTD
+5.85%
1 Year
+12.14%
3 Years (annualized)
+11.84%
5 Years (annualized)
+3.92%
10 Years (annualized)
+7.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWVCX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.85%
Peer Avg (YTD)
+8.68%
vs Peers
-2.83%

CWVCX Mutual Fund Performance

CWVCX performance across multiple time periods: 1-month -3.88%, YTD 5.85%, 1-year 12.14%, 3-year 11.84%, 5-year 3.92%, 10-year 7.89%.

CWVCX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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