WHGOX Mutual Fund

NAV$13.58

Returns Overview

1 Month
-1.58%
3 Months
+4.81%
6 Months
+4.89%
YTD
+4.57%
1 Year
+13.12%
3 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHGOX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.57%
Peer Avg (YTD)
+4.14%
vs Peers
+0.42%

WHGOX Mutual Fund Performance

WHGOX performance across multiple time periods: 1-month -1.58%, YTD 4.57%, 1-year 13.12%, 3-year 10.68%.

WHGOX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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