CGWRX Mutual Fund

CGWRX Mutual Fund

NAV$77.40
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Returns Overview

1 Month
-3.07%
3 Months
+1.29%
6 Months
+4.40%
YTD
+3.33%
1 Year
+10.18%
3 Years (annualized)
+18.68%
5 Years (annualized)
+9.98%
10 Years (annualized)
+15.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGWRX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.33%
Peer Avg (YTD)
+6.23%
vs Peers
-2.90%

CGWRX Mutual Fund Performance

CGWRX performance across multiple time periods: 1-month -3.07%, YTD 3.33%, 1-year 10.18%, 3-year 18.68%, 5-year 9.98%, 10-year 15.61%.

CGWRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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