CDWFX Mutual Fund

NAV$16.21

Returns Overview

3 Months
+4.51%
6 Months
+7.28%
YTD
+14.24%
1 Year
+33.40%
3 Years (annualized)
+18.75%
5 Years (annualized)
+5.34%
10 Years (annualized)
+7.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDWFX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+14.24%
Peer Avg (YTD)
+23.08%
vs Peers
-8.84%

CDWFX Mutual Fund Performance

CDWFX performance across multiple time periods: YTD 14.24%, 1-year 33.40%, 3-year 18.75%, 5-year 5.34%, 10-year 7.91%.

CDWFX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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