WGGSX Mutual Fund

WGGSX Mutual Fund

NAV$13.30
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Returns Overview

1 Month
-0.15%
3 Months
+11.32%
6 Months
+2.30%
YTD
+1.90%
1 Year
-5.29%
3 Years (annualized)
+5.24%
5 Years (annualized)
-1.30%

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)
+1.90%
Peer Avg (YTD)
+9.57%
vs Peers
-7.67%

WGGSX Mutual Fund Performance

WGGSX performance across multiple time periods: 1-month -0.15%, YTD 1.90%, 1-year -5.29%, 3-year 5.24%, 5-year -1.30%.

WGGSX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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