WBGSX Mutual Fund

WBGSX Mutual Fund

NAV$7.08
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Returns Overview

1 Month
-2.64%
3 Months
+3.86%
6 Months
+6.06%
YTD
+4.32%
1 Year
+8.23%
3 Years (annualized)
+14.13%
5 Years (annualized)
+7.36%
10 Years (annualized)
+14.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBGSX 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
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🏦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 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+4.32%
Peer Avg (YTD)
+6.23%
vs Peers
-1.91%

WBGSX Mutual Fund Performance

WBGSX performance across multiple time periods: 1-month -2.64%, YTD 4.32%, 1-year 8.23%, 3-year 14.13%, 5-year 7.36%, 10-year 14.17%.

WBGSX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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