WGFIX Mutual Fund

WGFIX Mutual Fund

NAV$7.25
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Returns Overview

1 Month
-3.44%
3 Months
+4.78%
6 Months
+4.31%
YTD
+5.72%
1 Year
+12.93%
3 Years (annualized)
+10.52%
5 Years (annualized)
+3.06%
10 Years (annualized)
+11.18%

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)
+5.72%
Peer Avg (YTD)
+6.23%
vs Peers
-0.51%

WGFIX Mutual Fund Performance

WGFIX performance across multiple time periods: 1-month -3.44%, YTD 5.72%, 1-year 12.93%, 3-year 10.52%, 5-year 3.06%, 10-year 11.18%.

WGFIX returns trail the peer average of 6.23% 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.