WHGQX Mutual Fund

NAV$12.75

Returns Overview

1 Month
+0.08%
3 Months
+6.35%
6 Months
+6.44%
YTD
+6.26%
1 Year
+9.83%
3 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHGQX 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)
+6.26%
Peer Avg (YTD)
+9.49%
vs Peers
-3.23%

WHGQX Mutual Fund Performance

WHGQX performance across multiple time periods: 1-month 0.08%, YTD 6.26%, 1-year 9.83%, 3-year 9.36%.

WHGQX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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