IWGAX Mutual Fund

IWGAX Mutual Fund

NAV$6.89
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+3.90%
3 Months
+1.46%
6 Months
+1.58%
YTD
+4.70%
1 Year
+8.86%
3 Years (annualized)
+5.41%
5 Years (annualized)
+6.85%
10 Years (annualized)
+3.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IWGAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.70%
Peer Avg (YTD)
+1.85%
vs Peers
+2.85%

IWGAX Mutual Fund Performance

IWGAX performance across multiple time periods: 1-month 3.90%, YTD 4.70%, 1-year 8.86%, 3-year 5.41%, 5-year 6.85%, 10-year 3.43%.

IWGAX returns outperform the peer average of 1.85% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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