WGCRX Mutual Fund

WGCRX Mutual Fund

NAV$8.74
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Returns Overview

1 Month
-0.31%
3 Months
-0.06%
6 Months
+1.00%
YTD
-0.31%
1 Year
+3.50%
3 Years (annualized)
-0.29%
5 Years (annualized)
+0.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGCRX 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
Bloomberg Barclays Global Aggregate Credit Index Hedged USD(^BBGACRIUSH)
This Mutual Fund (YTD)
-0.31%
Peer Avg (YTD)
+0.75%
vs Peers
-1.07%

WGCRX Mutual Fund Performance

WGCRX performance across multiple time periods: 1-month -0.31%, YTD -0.31%, 1-year 3.50%, 3-year -0.29%, 5-year 0.38%.

WGCRX returns trail the peer average of 0.75% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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