WGBFX Mutual Fund

NAV$14.32

Returns Overview

1 Month
-0.69%
3 Months
+6.01%
6 Months
+9.00%
YTD
+8.50%
1 Year
+17.12%
3 Years (annualized)
+12.48%
5 Years (annualized)
+5.65%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGBFX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+8.50%
Peer Avg (YTD)
+5.87%
vs Peers
+2.64%

WGBFX Mutual Fund Performance

WGBFX performance across multiple time periods: 1-month -0.69%, YTD 8.50%, 1-year 17.12%, 3-year 12.48%, 5-year 5.65%, 10-year 7.80%.

WGBFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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