WEGRX Mutual Fund

WEGRX Mutual Fund

NAV$14.12
See how much of WEGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-10.13%
3 Months
+0.29%
6 Months
+10.38%
YTD
+12.70%
1 Year
+18.85%
3 Years (annualized)
+11.67%
5 Years (annualized)
-0.06%
10 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEGRX 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 Index(^RUA)
This Mutual Fund (YTD)
+12.70%
Peer Avg (YTD)
+15.31%
vs Peers
-2.61%

WEGRX Mutual Fund Performance

WEGRX performance across multiple time periods: 1-month -10.13%, YTD 12.70%, 1-year 18.85%, 3-year 11.67%, 5-year -0.06%, 10-year 10.92%.

WEGRX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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