WGBFX Mutual Fund

WGBFX Mutual Fund

NAV$14.42
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Returns Overview

1 Month
-2.10%
3 Months
+0.43%
6 Months
+3.32%
YTD
+6.23%
1 Year
+14.31%
3 Years (annualized)
+10.97%
5 Years (annualized)
+5.04%
10 Years (annualized)
+7.24%

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
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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)
+6.23%
Peer Avg (YTD)
+5.54%
vs Peers
+0.69%

WGBFX Mutual Fund Performance

WGBFX performance across multiple time periods: 1-month -2.10%, YTD 6.23%, 1-year 14.31%, 3-year 10.97%, 5-year 5.04%, 10-year 7.24%.

WGBFX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.78%, 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.