WAGCX Mutual Fund

NAV$4.58

Returns Overview

1 Month
-1.85%
3 Months
-9.01%
6 Months
+6.78%
YTD
-0.58%
1 Year
-3.09%
3 Years (annualized)
-20.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAGCX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI China Index(^MH302400)
This Mutual Fund (YTD)
-0.58%
Peer Avg (YTD)
+14.53%
vs Peers
-15.11%

WAGCX Mutual Fund Performance

WAGCX performance across multiple time periods: 1-month -1.85%, YTD -0.58%, 1-year -3.09%, 3-year -20.21%.

WAGCX returns trail the peer average of 14.53% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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