USWGX Mutual Fund

NAV$36.50
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Returns Overview

1 Month
-0.34%
3 Months
+12.28%
6 Months
+11.11%
YTD
+10.35%
1 Year
+34.62%
3 Years (annualized)
+22.63%
5 Years (annualized)
+12.27%
10 Years (annualized)
+13.39%

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

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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
Lipper Global Funds Index
This Mutual Fund (YTD)
+10.35%
Peer Avg (YTD)
+9.13%
vs Peers
+1.22%

USWGX Mutual Fund Performance

USWGX performance across multiple time periods: 1-month -0.34%, YTD 10.35%, 1-year 34.62%, 3-year 22.63%, 5-year 12.27%, 10-year 13.39%.

USWGX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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