WHGLX Mutual Fund

WHGLX Mutual Fund

NAV$13.26
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Returns Overview

1 Month
+2.85%
3 Months
+1.48%
6 Months
+4.84%
YTD
+11.02%
1 Year
+12.99%
3 Years (annualized)
+12.90%
5 Years (annualized)
+6.32%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHGLX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.02%
Peer Avg (YTD)
+20.32%
vs Peers
-9.31%

WHGLX Mutual Fund Performance

WHGLX performance across multiple time periods: 1-month 2.85%, YTD 11.02%, 1-year 12.99%, 3-year 12.90%, 5-year 6.32%, 10-year 10.03%.

WHGLX returns trail the peer average of 20.32% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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