CWBCX Mutual Fund

NAV$15.52

Returns Overview

1 Month
-0.78%
3 Months
+0.81%
6 Months
-1.38%
YTD
-1.20%
1 Year
-1.20%
3 Years (annualized)
+2.14%
5 Years (annualized)
-3.04%
10 Years (annualized)
-0.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWBCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-1.20%
Peer Avg (YTD)
+0.99%
vs Peers
-2.19%

CWBCX Mutual Fund Performance

CWBCX performance across multiple time periods: 1-month -0.78%, YTD -1.20%, 1-year -1.20%, 3-year 2.14%, 5-year -3.04%, 10-year -0.59%.

CWBCX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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