CWVGX Mutual Fund

NAV$28.30

Returns Overview

1 Month
+3.54%
3 Months
+16.87%
6 Months
+10.09%
YTD
+9.08%
1 Year
+15.47%
3 Years (annualized)
+10.36%
5 Years (annualized)
+5.19%
10 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWVGX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.08%
Peer Avg (YTD)
+8.97%
vs Peers
+0.11%

CWVGX Mutual Fund Performance

CWVGX performance across multiple time periods: 1-month 3.54%, YTD 9.08%, 1-year 15.47%, 3-year 10.36%, 5-year 5.19%, 10-year 8.98%.

CWVGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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