WGICX Mutual Fund

WGICX Mutual Fund

NAV$10.05
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Returns Overview

1 Month
-8.12%
3 Months
+4.56%
6 Months
+7.77%
YTD
+14.14%
1 Year
+26.61%
3 Years (annualized)
+12.69%
5 Years (annualized)
-0.01%
10 Years (annualized)
+13.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGICX 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
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+14.14%
Peer Avg (YTD)
+15.31%
vs Peers
-1.17%

WGICX Mutual Fund Performance

WGICX performance across multiple time periods: 1-month -8.12%, YTD 14.14%, 1-year 26.61%, 3-year 12.69%, 5-year -0.01%, 10-year 13.90%.

WGICX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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