CWGIX Mutual Fund

CWGIX Mutual Fund

NAV$78.05
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Returns Overview

1 Month
-3.84%
3 Months
-3.17%
6 Months
+1.31%
YTD
+10.41%
1 Year
+12.57%
3 Years (annualized)
+21.42%
5 Years (annualized)
+9.73%
10 Years (annualized)
+11.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWGIX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.41%
Peer Avg (YTD)
+8.21%
vs Peers
+2.20%

CWGIX Mutual Fund Performance

CWGIX performance across multiple time periods: 1-month -3.84%, YTD 10.41%, 1-year 12.57%, 3-year 21.42%, 5-year 9.73%, 10-year 11.47%.

CWGIX returns outperform the peer average of 8.21% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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