WGISX Mutual Fund

NAV$13.28

Returns Overview

1 Month
-0.23%
3 Months
-4.25%
6 Months
-5.14%
YTD
-1.78%
1 Year
-11.39%
3 Years (annualized)
+5.14%
5 Years (annualized)
-1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGISX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
-1.78%
Peer Avg (YTD)
+9.57%
vs Peers
-11.35%

WGISX Mutual Fund Performance

WGISX performance across multiple time periods: 1-month -0.23%, YTD -1.78%, 1-year -11.39%, 3-year 5.14%, 5-year -1.67%.

WGISX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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