WHGIX Mutual Fund

NAV$13.53

Returns Overview

1 Month
-1.66%
3 Months
+4.71%
6 Months
+4.85%
YTD
+4.85%
1 Year
+12.93%
3 Years (annualized)
+10.54%
5 Years (annualized)
+4.34%
10 Years (annualized)
+6.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHGIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.85%
Peer Avg (YTD)
+4.14%
vs Peers
+0.70%

WHGIX Mutual Fund Performance

WHGIX performance across multiple time periods: 1-month -1.66%, YTD 4.85%, 1-year 12.93%, 3-year 10.54%, 5-year 4.34%, 10-year 6.32%.

WHGIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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