USWGX Mutual Fund

USWGX Mutual Fund

NAV$36.46
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Returns Overview

1 Month
+0.82%
3 Months
+4.66%
6 Months
+8.37%
YTD
+11.26%
1 Year
+23.26%
3 Years (annualized)
+17.81%
5 Years (annualized)
+10.22%
10 Years (annualized)
+11.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USWGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Global Funds Index
This Mutual Fund (YTD)
+11.26%
Peer Avg (YTD)
+9.42%
vs Peers
+1.84%

USWGX Mutual Fund Performance

USWGX performance across multiple time periods: 1-month 0.82%, YTD 11.26%, 1-year 23.26%, 3-year 17.81%, 5-year 10.22%, 10-year 11.98%.

USWGX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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