CWGFX Mutual Fund

CWGFX Mutual Fund

NAV$81.20
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Returns Overview

1 Month
+2.02%
3 Months
+0.80%
6 Months
+9.44%
YTD
+16.27%
1 Year
+25.59%
3 Years (annualized)
+20.12%
5 Years (annualized)
+10.44%
10 Years (annualized)
+11.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWGFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+16.27%
Peer Avg (YTD)
+10.17%
vs Peers
+6.10%

CWGFX Mutual Fund Performance

CWGFX performance across multiple time periods: 1-month 2.02%, YTD 16.27%, 1-year 25.59%, 3-year 20.12%, 5-year 10.44%, 10-year 11.50%.

CWGFX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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