CWSGX Mutual Fund

CWSGX Mutual Fund

NAV$22.05
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Returns Overview

1 Month
-3.24%
3 Months
-14.65%
6 Months
+12.41%
YTD
+14.42%
1 Year
+23.29%
3 Years (annualized)
+26.48%
5 Years (annualized)
+9.57%

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
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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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+14.42%
Peer Avg (YTD)
+10.34%
vs Peers
+4.08%

CWSGX Mutual Fund Performance

CWSGX performance across multiple time periods: 1-month -3.24%, YTD 14.42%, 1-year 23.29%, 3-year 26.48%, 5-year 9.57%.

CWSGX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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