WGMCX Mutual Fund

NAV$36.50

Returns Overview

1 Month
-2.04%
3 Months
+8.12%
6 Months
+3.75%
YTD
+8.15%
1 Year
+25.51%
3 Years (annualized)
+9.04%
5 Years (annualized)
-3.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGMCX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+8.15%
Peer Avg (YTD)
+18.52%
vs Peers
-10.38%

WGMCX Mutual Fund Performance

WGMCX performance across multiple time periods: 1-month -2.04%, YTD 8.15%, 1-year 25.51%, 3-year 9.04%, 5-year -3.40%.

WGMCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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