WGAYX Mutual Fund

WGAYX Mutual Fund

NAV$14.24
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Returns Overview

1 Month
+3.05%
3 Months
+0.41%
6 Months
+4.16%
YTD
+11.09%
1 Year
+17.82%
3 Years (annualized)
+15.21%
5 Years (annualized)
+7.42%
10 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGAYX 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
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+11.09%
Peer Avg (YTD)
+7.17%
vs Peers
+3.92%

WGAYX Mutual Fund Performance

WGAYX performance across multiple time periods: 1-month 3.05%, YTD 11.09%, 1-year 17.82%, 3-year 15.21%, 5-year 7.42%, 10-year 9.62%.

WGAYX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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