CWSGX Mutual Fund

CWSGX Mutual Fund

NAV$21.92
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Returns Overview

1 Month
-2.15%
3 Months
-7.21%
6 Months
-3.48%
YTD
+11.97%
1 Year
+14.87%
3 Years (annualized)
+29.43%
5 Years (annualized)
+8.45%

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)
+11.97%
Peer Avg (YTD)
+12.21%
vs Peers
-0.24%

CWSGX Mutual Fund Performance

CWSGX performance across multiple time periods: 1-month -2.15%, YTD 11.97%, 1-year 14.87%, 3-year 29.43%, 5-year 8.45%.

CWSGX returns trail the peer average of 12.21% 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.