WIGRX Mutual Fund

NAV$78.90

Returns Overview

1 Month
-1.44%
3 Months
+2.04%
6 Months
-2.28%
YTD
+2.83%
1 Year
+1.94%
3 Years (annualized)
+8.25%
5 Years (annualized)
+1.49%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIGRX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+2.83%
Peer Avg (YTD)
+18.52%
vs Peers
-15.70%

WIGRX Mutual Fund Performance

WIGRX performance across multiple time periods: 1-month -1.44%, YTD 2.83%, 1-year 1.94%, 3-year 8.25%, 5-year 1.49%, 10-year 11.73%.

WIGRX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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