CWGIX Mutual Fund

CWGIX Mutual Fund

NAV$82.99
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Returns Overview

1 Month
-0.93%
3 Months
+4.62%
6 Months
+8.53%
YTD
+14.03%
1 Year
+26.11%
3 Years (annualized)
+19.06%
5 Years (annualized)
+11.00%
10 Years (annualized)
+11.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWGIX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+14.03%
Peer Avg (YTD)
+9.42%
vs Peers
+4.61%

CWGIX Mutual Fund Performance

CWGIX performance across multiple time periods: 1-month -0.93%, YTD 14.03%, 1-year 26.11%, 3-year 19.06%, 5-year 11.00%, 10-year 11.71%.

CWGIX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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