WGBFX Mutual Fund

WGBFX Mutual Fund

NAV$13.80
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Returns Overview

1 Month
-0.57%
3 Months
-0.43%
YTD
+5.77%
1 Year
+6.56%
3 Years (annualized)
+13.44%
5 Years (annualized)
+4.51%
10 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGBFX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+5.77%
Peer Avg (YTD)
+5.30%
vs Peers
+0.47%

WGBFX Mutual Fund Performance

WGBFX performance across multiple time periods: 1-month -0.57%, YTD 5.77%, 1-year 6.56%, 3-year 13.44%, 5-year 4.51%, 10-year 6.85%.

WGBFX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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