USWGX Mutual Fund

USWGX Mutual Fund

NAV$36.17
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Returns Overview

1 Month
-1.84%
3 Months
+1.34%
6 Months
+13.78%
YTD
+11.82%
1 Year
+17.17%
3 Years (annualized)
+19.71%
5 Years (annualized)
+10.22%
10 Years (annualized)
+12.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USWGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Global Funds Index
This Mutual Fund (YTD)
+11.82%
Peer Avg (YTD)
+9.29%
vs Peers
+2.53%

USWGX Mutual Fund Performance

USWGX performance across multiple time periods: 1-month -1.84%, YTD 11.82%, 1-year 17.17%, 3-year 19.71%, 5-year 10.22%, 10-year 12.14%.

USWGX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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