CWXAX Mutual Fund

CWXAX Mutual Fund

NAV$9.76
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Returns Overview

1 Month
-0.35%
3 Months
+2.78%
6 Months
+13.04%
YTD
+9.99%
1 Year
+10.50%
3 Years (annualized)
+5.61%
5 Years (annualized)
+6.14%
10 Years (annualized)
-0.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWXAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.99%
Peer Avg (YTD)
+5.40%
vs Peers
+4.59%

CWXAX Mutual Fund Performance

CWXAX performance across multiple time periods: 1-month -0.35%, YTD 9.99%, 1-year 10.50%, 3-year 5.61%, 5-year 6.14%, 10-year -0.21%.

CWXAX returns outperform the peer average of 5.40% YTD. With an expense ratio of 2.31%, investors should weigh costs against performance when evaluating this mutual fund.

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