WBGSX Mutual Fund

WBGSX Mutual Fund

NAV$7.44
See how much of WBGSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.71%
3 Months
-1.78%
6 Months
+14.49%
YTD
+7.15%
1 Year
+9.64%
3 Years (annualized)
+15.64%
5 Years (annualized)
+7.19%
10 Years (annualized)
+14.69%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+7.15%
Peer Avg (YTD)
+8.51%
vs Peers
-1.36%

WBGSX Mutual Fund Performance

WBGSX performance across multiple time periods: 1-month 2.71%, YTD 7.15%, 1-year 9.64%, 3-year 15.64%, 5-year 7.19%, 10-year 14.69%.

WBGSX returns trail the peer average of 8.51% 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.