WGLSX Mutual Fund

NAV$14.12

Returns Overview

1 Month
+4.98%
3 Months
+7.38%
6 Months
+9.54%
YTD
+14.52%
1 Year
+2.65%
3 Years (annualized)
+7.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGLSX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+14.52%
Peer Avg (YTD)
+3.78%
vs Peers
+10.74%

WGLSX Mutual Fund Performance

WGLSX performance across multiple time periods: 1-month 4.98%, YTD 14.52%, 1-year 2.65%, 3-year 7.91%.

WGLSX returns outperform the peer average of 3.78% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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