WGCAX Mutual Fund

WGCAX Mutual Fund

NAV$8.74
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Returns Overview

1 Month
-0.34%
3 Months
-0.26%
6 Months
+0.82%
YTD
-0.34%
1 Year
+3.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGCAX 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 Barclays Global Aggregate Credit Index Hedged USD(^BBGACRIUSH)
This Mutual Fund (YTD)
-0.34%
Peer Avg (YTD)
+0.75%
vs Peers
-1.09%

WGCAX Mutual Fund Performance

WGCAX performance across multiple time periods: 1-month -0.34%, YTD -0.34%, 1-year 3.13%.

WGCAX returns trail the peer average of 0.75% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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