CWIFX Mutual Fund

CWIFX Mutual Fund

NAV$79.79
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Returns Overview

6 Months
+3.65%
YTD
+11.65%
1 Year
+15.24%
3 Years (annualized)
+21.71%
5 Years (annualized)
+9.88%
10 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWIFX 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)
+11.65%
Peer Avg (YTD)
+8.13%
vs Peers
+3.53%

CWIFX Mutual Fund Performance

CWIFX performance across multiple time periods: YTD 11.65%, 1-year 15.24%, 3-year 21.71%, 5-year 9.88%, 10-year 11.54%.

CWIFX returns outperform the peer average of 8.13% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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