WESGX Mutual Fund

WESGX Mutual Fund

NAV$15.37
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Returns Overview

1 Month
+4.64%
3 Months
+5.62%
6 Months
+8.22%
YTD
+9.42%
1 Year
+15.31%
3 Years (annualized)
+2.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WESGX 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
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📉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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.42%
Peer Avg (YTD)
+10.97%
vs Peers
-1.54%

WESGX Mutual Fund Performance

WESGX performance across multiple time periods: 1-month 4.64%, YTD 9.42%, 1-year 15.31%, 3-year 2.47%.

WESGX returns trail the peer average of 10.97% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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