CCWAX Mutual Fund

NAV$15.93

Returns Overview

1 Month
-0.71%
3 Months
+1.03%
6 Months
-1.07%
YTD
-0.89%
1 Year
-0.54%
3 Years (annualized)
+2.85%
5 Years (annualized)
-2.36%
10 Years (annualized)
+0.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCWAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-0.89%
Peer Avg (YTD)
+0.99%
vs Peers
-1.88%

CCWAX Mutual Fund Performance

CCWAX performance across multiple time periods: 1-month -0.71%, YTD -0.89%, 1-year -0.54%, 3-year 2.85%, 5-year -2.36%, 10-year 0.08%.

CCWAX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

CCWAX performance comparison shows side-by-side returns with another fund. CCWAX alternatives are available in the Mutual Fund Screener.