WGGNX Mutual Fund

WGGNX Mutual Fund

NAV$7.03
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Returns Overview

1 Month
+0.86%
3 Months
+19.19%
6 Months
+9.69%
YTD
+9.35%
1 Year
+16.17%
3 Years (annualized)
+9.47%
5 Years (annualized)
+2.89%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGGNX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI AC World IMI(^MSCIACWIM)
This Mutual Fund (YTD)
+9.35%
Peer Avg (YTD)
+8.97%
vs Peers
+0.37%

WGGNX Mutual Fund Performance

WGGNX performance across multiple time periods: 1-month 0.86%, YTD 9.35%, 1-year 16.17%, 3-year 9.47%, 5-year 2.89%, 10-year 10.46%.

WGGNX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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