WGCFX Mutual Fund

WGCFX Mutual Fund

NAV$14.31
See how much of WGCFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.83%
3 Months
-0.49%
6 Months
+0.14%
YTD
+6.54%
1 Year
+7.37%
3 Years (annualized)
+14.96%
5 Years (annualized)
+5.30%
10 Years (annualized)
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGCFX 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
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+6.54%
Peer Avg (YTD)
+6.22%
vs Peers
+0.32%

WGCFX Mutual Fund Performance

WGCFX performance across multiple time periods: 1-month -0.83%, YTD 6.54%, 1-year 7.37%, 3-year 14.96%, 5-year 5.30%, 10-year 8.19%.

WGCFX returns outperform the peer average of 6.22% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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