CWGCX Mutual Fund

NAV$81.48

Returns Overview

1 Month
-0.32%
3 Months
+16.40%
6 Months
+14.67%
YTD
+13.28%
1 Year
+26.28%
3 Years (annualized)
+19.10%
5 Years (annualized)
+9.94%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWGCX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.28%
Peer Avg (YTD)
+9.13%
vs Peers
+4.15%

CWGCX Mutual Fund Performance

CWGCX performance across multiple time periods: 1-month -0.32%, YTD 13.28%, 1-year 26.28%, 3-year 19.10%, 5-year 9.94%, 10-year 11.10%.

CWGCX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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