CWGFX Mutual Fund

NAV$82.44

Returns Overview

1 Month
-0.27%
3 Months
+16.60%
6 Months
+15.05%
YTD
+13.66%
1 Year
+27.13%
3 Years (annualized)
+19.85%
5 Years (annualized)
+10.67%
10 Years (annualized)
+11.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWGFX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.66%
Peer Avg (YTD)
+9.13%
vs Peers
+4.53%

CWGFX Mutual Fund Performance

CWGFX performance across multiple time periods: 1-month -0.27%, YTD 13.66%, 1-year 27.13%, 3-year 19.85%, 5-year 10.67%, 10-year 11.86%.

CWGFX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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