WSMGX Mutual Fund

WSMGX Mutual Fund

NAV$23.93
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Returns Overview

1 Month
-1.09%
3 Months
-4.97%
6 Months
-0.37%
YTD
+10.47%
1 Year
+8.85%
3 Years (annualized)
+14.69%
5 Years (annualized)
-0.34%
10 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSMGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index Total Return(^RLGTR)
This Mutual Fund (YTD)
+10.47%
Peer Avg (YTD)
+4.64%
vs Peers
+5.83%

WSMGX Mutual Fund Performance

WSMGX performance across multiple time periods: 1-month -1.09%, YTD 10.47%, 1-year 8.85%, 3-year 14.69%, 5-year -0.34%, 10-year 8.36%.

WSMGX returns outperform the peer average of 4.64% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

WSMGX vs another fund shows side-by-side returns. WSMGX alternatives are available in the Mutual Fund Screener.