CWSGX Mutual Fund

CWSGX Mutual Fund

NAV$23.29
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Returns Overview

1 Month
-10.00%
3 Months
+4.01%
6 Months
+16.96%
YTD
+22.74%
1 Year
+39.63%
3 Years (annualized)
+26.38%
5 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWSGX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+22.74%
Peer Avg (YTD)
+15.31%
vs Peers
+7.43%

CWSGX Mutual Fund Performance

CWSGX performance across multiple time periods: 1-month -10.00%, YTD 22.74%, 1-year 39.63%, 3-year 26.38%, 5-year 10.50%.

CWSGX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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