IWGCX Mutual Fund

NAV$6.23

Returns Overview

1 Month
+3.82%
3 Months
+1.29%
6 Months
+1.16%
YTD
+4.37%
1 Year
+8.08%
3 Years (annualized)
+6.24%
5 Years (annualized)
+6.97%
10 Years (annualized)
+3.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IWGCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.37%
Peer Avg (YTD)
+1.85%
vs Peers
+2.52%

IWGCX Mutual Fund Performance

IWGCX performance across multiple time periods: 1-month 3.82%, YTD 4.37%, 1-year 8.08%, 3-year 6.24%, 5-year 6.97%, 10-year 3.12%.

IWGCX returns outperform the peer average of 1.85% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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