WGFIX Mutual Fund

WGFIX Mutual Fund

NAV$7.35
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Returns Overview

1 Month
+3.13%
3 Months
+0.42%
6 Months
+10.03%
YTD
+9.04%
1 Year
+15.28%
3 Years (annualized)
+13.08%
5 Years (annualized)
+4.10%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGFIX 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
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📉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
MSCI AC World IMI(^MSCIACWIM)
This Mutual Fund (YTD)
+9.04%
Peer Avg (YTD)
+8.51%
vs Peers
+0.53%

WGFIX Mutual Fund Performance

WGFIX performance across multiple time periods: 1-month 3.13%, YTD 9.04%, 1-year 15.28%, 3-year 13.08%, 5-year 4.10%, 10-year 11.51%.

WGFIX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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