WGAFX Mutual Fund

NAV$14.49

Returns Overview

1 Month
-0.55%
3 Months
+7.73%
6 Months
+10.55%
YTD
+9.95%
1 Year
+19.81%
3 Years (annualized)
+14.83%
5 Years (annualized)
+7.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGAFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+6.73%
vs Peers
+3.23%

WGAFX Mutual Fund Performance

WGAFX performance across multiple time periods: 1-month -0.55%, YTD 9.95%, 1-year 19.81%, 3-year 14.83%, 5-year 7.42%.

WGAFX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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