WGGSX Mutual Fund

WGGSX Mutual Fund

NAV$13.15
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Returns Overview

1 Month
+1.16%
3 Months
+2.44%
6 Months
+4.91%
YTD
+3.09%
1 Year
-0.31%
3 Years (annualized)
+4.99%
5 Years (annualized)
-1.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGGSX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.09%
Peer Avg (YTD)
+8.62%
vs Peers
-5.54%

WGGSX Mutual Fund Performance

WGGSX performance across multiple time periods: 1-month 1.16%, YTD 3.09%, 1-year -0.31%, 3-year 4.99%, 5-year -1.70%.

WGGSX returns trail the peer average of 8.62% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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