CCWSX Mutual Fund

NAV$21.07

Returns Overview

1 Month
+0.62%
3 Months
+4.10%
6 Months
-6.98%
YTD
-5.94%
1 Year
+1.91%
3 Years (annualized)
+8.74%
5 Years (annualized)
+3.37%
10 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCWSX 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)
-5.94%
Peer Avg (YTD)
+8.97%
vs Peers
-14.91%

CCWSX Mutual Fund Performance

CCWSX performance across multiple time periods: 1-month 0.62%, YTD -5.94%, 1-year 1.91%, 3-year 8.74%, 5-year 3.37%, 10-year 9.49%.

CCWSX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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