WGMVX Mutual Fund

NAV$4.76

Returns Overview

1 Month
+11.64%
3 Months
+28.22%
6 Months
+24.82%
YTD
+25.42%
1 Year
+37.84%
3 Years (annualized)
+21.66%
5 Years (annualized)
+6.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGMVX 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 Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+25.42%
Peer Avg (YTD)
+18.52%
vs Peers
+6.90%

WGMVX Mutual Fund Performance

WGMVX performance across multiple time periods: 1-month 11.64%, YTD 25.42%, 1-year 37.84%, 3-year 21.66%, 5-year 6.80%.

WGMVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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