CWGCX Mutual Fund

CWGCX Mutual Fund

NAV$79.73
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Returns Overview

1 Month
-1.36%
3 Months
-0.42%
6 Months
+15.91%
YTD
+12.81%
1 Year
+18.92%
3 Years (annualized)
+19.37%
5 Years (annualized)
+9.72%
10 Years (annualized)
+10.74%

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
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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)
+12.81%
Peer Avg (YTD)
+9.29%
vs Peers
+3.52%

CWGCX Mutual Fund Performance

CWGCX performance across multiple time periods: 1-month -1.36%, YTD 12.81%, 1-year 18.92%, 3-year 19.37%, 5-year 9.72%, 10-year 10.74%.

CWGCX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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