WRGCX Mutual Fund

NAV$22.29

Returns Overview

1 Month
-4.17%
3 Months
+9.86%
6 Months
+10.62%
YTD
+14.19%
1 Year
+253.00%
3 Years (annualized)
+61.02%
5 Years (annualized)
+25.87%
10 Years (annualized)
+22.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WRGCX 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 Growth Index(^RUO)
This Mutual Fund (YTD)
+14.19%
Peer Avg (YTD)
+18.52%
vs Peers
-4.33%

WRGCX Mutual Fund Performance

WRGCX performance across multiple time periods: 1-month -4.17%, YTD 14.19%, 1-year 253.00%, 3-year 61.02%, 5-year 25.87%, 10-year 22.30%.

WRGCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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