CWMCX Mutual Fund

NAV$67.13

Returns Overview

1 Month
+1.36%
3 Months
+10.60%
6 Months
+6.88%
YTD
+6.24%
1 Year
+14.41%
3 Years (annualized)
+15.83%
5 Years (annualized)
+10.82%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWMCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.24%
Peer Avg (YTD)
+9.51%
vs Peers
-3.27%

CWMCX Mutual Fund Performance

CWMCX performance across multiple time periods: 1-month 1.36%, YTD 6.24%, 1-year 14.41%, 3-year 15.83%, 5-year 10.82%, 10-year 12.09%.

CWMCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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