WBGSX Mutual Fund

WBGSX Mutual Fund

NAV$7.37
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Returns Overview

1 Month
-1.78%
3 Months
+21.25%
6 Months
+7.31%
YTD
+7.15%
1 Year
+14.22%
3 Years (annualized)
+11.78%
5 Years (annualized)
+5.94%
10 Years (annualized)
+13.58%

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)
+7.15%
Peer Avg (YTD)
+8.97%
vs Peers
-1.82%

WBGSX Mutual Fund Performance

WBGSX performance across multiple time periods: 1-month -1.78%, YTD 7.15%, 1-year 14.22%, 3-year 11.78%, 5-year 5.94%, 10-year 13.58%.

WBGSX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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