WOGSX Mutual Fund

NAV$155.38

Returns Overview

1 Month
+2.27%
3 Months
+5.91%
6 Months
+14.85%
YTD
+2.01%
1 Year
+17.30%
3 Years
+19.91%
5 Years
+11.52%
10 Years
+13.92%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would WOGSX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+2.01%
Peer Avg (YTD)
+1.87%
vs Peers
+0.14%

WOGSX Mutual Fund Performance

WOGSX performance across multiple time periods: 1-month 2.27%, YTD 2.01%, 1-year 17.30%, 3-year 19.91%, 5-year 11.52%, 10-year 13.92%.

WOGSX returns outperform the peer average of 1.87% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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