CGWRX Mutual Fund

NAV$79.40
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Returns Overview

1 Month
-3.53%
3 Months
+17.70%
6 Months
+6.36%
YTD
+6.60%
1 Year
+17.93%
3 Years (annualized)
+20.93%
5 Years (annualized)
+13.08%
10 Years (annualized)
+21.39%

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
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📉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

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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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.60%
Peer Avg (YTD)
+8.97%
vs Peers
-2.37%

CGWRX Mutual Fund Performance

CGWRX performance across multiple time periods: 1-month -3.53%, YTD 6.60%, 1-year 17.93%, 3-year 20.93%, 5-year 13.08%, 10-year 21.39%.

CGWRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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