CCWIX Mutual Fund

NAV$21.23

Returns Overview

1 Month
+0.66%
3 Months
+4.17%
6 Months
-6.85%
YTD
-5.77%
1 Year
+1.65%
3 Years (annualized)
+8.83%
5 Years (annualized)
+3.52%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCWIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
-5.77%
Peer Avg (YTD)
+8.97%
vs Peers
-14.74%

CCWIX Mutual Fund Performance

CCWIX performance across multiple time periods: 1-month 0.66%, YTD -5.77%, 1-year 1.65%, 3-year 8.83%, 5-year 3.52%, 10-year 9.70%.

CCWIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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