CWIEX Mutual Fund

NAV$80.40

Returns Overview

1 Month
-0.29%
3 Months
+16.54%
6 Months
+14.93%
YTD
+13.55%
1 Year
+26.87%
3 Years (annualized)
+19.62%
5 Years (annualized)
+10.45%
10 Years (annualized)
+11.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWIEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.55%
Peer Avg (YTD)
+9.13%
vs Peers
+4.42%

CWIEX Mutual Fund Performance

CWIEX performance across multiple time periods: 1-month -0.29%, YTD 13.55%, 1-year 26.87%, 3-year 19.62%, 5-year 10.45%, 10-year 11.62%.

CWIEX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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