WHGHX Mutual Fund

WHGHX Mutual Fund

NAV$9.90
See how much of WHGHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.35%
3 Months
-1.26%
6 Months
+0.14%
YTD
+2.59%
1 Year
+3.67%
3 Years (annualized)
+10.51%
5 Years (annualized)
+4.27%
10 Years (annualized)
+5.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHGHX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.59%
Peer Avg (YTD)
+2.28%
vs Peers
+0.31%

WHGHX Mutual Fund Performance

WHGHX performance across multiple time periods: 1-month 0.35%, YTD 2.59%, 1-year 3.67%, 3-year 10.51%, 5-year 4.27%, 10-year 5.71%.

WHGHX returns outperform the peer average of 2.28% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

WHGHX vs another fund shows side-by-side returns. WHGHX alternatives are available in the Mutual Fund Screener.