CWMAX Mutual Fund

NAV$68.21

Returns Overview

1 Month
+1.43%
3 Months
+10.81%
6 Months
+7.28%
YTD
+6.64%
1 Year
+15.30%
3 Years (annualized)
+16.78%
5 Years (annualized)
+11.72%
10 Years (annualized)
+12.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWMAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.64%
Peer Avg (YTD)
+9.51%
vs Peers
-2.87%

CWMAX Mutual Fund Performance

CWMAX performance across multiple time periods: 1-month 1.43%, YTD 6.64%, 1-year 15.30%, 3-year 16.78%, 5-year 11.72%, 10-year 12.97%.

CWMAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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