CWSBX Mutual Fund

NAV$23.56

Returns Overview

1 Month
-7.64%
3 Months
+7.19%
6 Months
+17.27%
YTD
+21.82%
1 Year
+56.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWSBX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+21.82%
Peer Avg (YTD)
+18.52%
vs Peers
+3.30%

CWSBX Mutual Fund Performance

CWSBX performance across multiple time periods: 1-month -7.64%, YTD 21.82%, 1-year 56.88%.

CWSBX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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