WEGRX Mutual Fund

WEGRX Mutual Fund

NAV$13.25
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Returns Overview

1 Month
-3.76%
3 Months
-4.52%
6 Months
-4.25%
YTD
+5.98%
1 Year
+5.86%
3 Years (annualized)
+18.99%
5 Years (annualized)
-2.61%
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
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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 Index(^RUA)
This Mutual Fund (YTD)
+5.98%
Peer Avg (YTD)
+12.21%
vs Peers
-6.23%

WEGRX Mutual Fund Performance

WEGRX performance across multiple time periods: 1-month -3.76%, YTD 5.98%, 1-year 5.86%, 3-year 18.99%, 5-year -2.61%, 10-year 10.92%.

WEGRX returns trail the peer average of 12.21% 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.