WGCFX Mutual Fund

NAV$14.86
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Returns Overview

1 Month
-0.61%
3 Months
+7.51%
6 Months
+10.16%
YTD
+9.51%
1 Year
+18.92%
3 Years (annualized)
+13.94%
5 Years (annualized)
+6.59%
10 Years (annualized)
+9.34%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+9.51%
Peer Avg (YTD)
+6.73%
vs Peers
+2.78%

WGCFX Mutual Fund Performance

WGCFX performance across multiple time periods: 1-month -0.61%, YTD 9.51%, 1-year 18.92%, 3-year 13.94%, 5-year 6.59%, 10-year 9.34%.

WGCFX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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