CWSGX Mutual Fund

NAV$24.54

Returns Overview

1 Month
+7.15%
3 Months
+31.71%
6 Months
+36.37%
YTD
+34.07%
1 Year
+58.48%
3 Years (annualized)
+31.78%
5 Years (annualized)
+17.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWSGX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+34.07%
Peer Avg (YTD)
+18.52%
vs Peers
+15.54%

CWSGX Mutual Fund Performance

CWSGX performance across multiple time periods: 1-month 7.15%, YTD 34.07%, 1-year 58.48%, 3-year 31.78%, 5-year 17.55%.

CWSGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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