CNWAX Mutual Fund

CNWAX Mutual Fund

NAV$96.92
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Returns Overview

1 Month
-8.41%
3 Months
-7.72%
6 Months
-3.65%
YTD
+5.03%
1 Year
+6.31%
3 Years (annualized)
+17.16%
5 Years (annualized)
+4.82%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNWAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.03%
Peer Avg (YTD)
+10.72%
vs Peers
-5.69%

CNWAX Mutual Fund Performance

CNWAX performance across multiple time periods: 1-month -8.41%, YTD 5.03%, 1-year 6.31%, 3-year 17.16%, 5-year 4.82%, 10-year 9.21%.

CNWAX returns trail the peer average of 10.72% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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