CWSRX Mutual Fund

CWSRX Mutual Fund

NAV$21.76
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Returns Overview

1 Month
-2.19%
3 Months
-7.16%
6 Months
-3.48%
YTD
+13.94%
1 Year
+14.98%
3 Years (annualized)
+29.50%
5 Years (annualized)
+8.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWSRX 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
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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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+13.94%
Peer Avg (YTD)
+14.00%
vs Peers
-0.06%

CWSRX Mutual Fund Performance

CWSRX performance across multiple time periods: 1-month -2.19%, YTD 13.94%, 1-year 14.98%, 3-year 29.50%, 5-year 8.50%.

CWSRX returns trail the peer average of 14.00% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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