WIGOX Mutual Fund

NAV$3.99

Returns Overview

1 Month
-0.75%
3 Months
+1.53%
6 Months
+1.53%
YTD
+3.91%
1 Year
-0.32%
3 Years (annualized)
+6.52%
5 Years (annualized)
-0.57%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIGOX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+3.91%
Peer Avg (YTD)
+9.16%
vs Peers
-5.26%

WIGOX Mutual Fund Performance

WIGOX performance across multiple time periods: 1-month -0.75%, YTD 3.91%, 1-year -0.32%, 3-year 6.52%, 5-year -0.57%, 10-year 10.26%.

WIGOX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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