WGICX Mutual Fund

NAV$10.22

Returns Overview

1 Month
+9.16%
3 Months
+27.47%
6 Months
+23.50%
YTD
+24.22%
1 Year
+37.61%
3 Years (annualized)
+17.59%
5 Years (annualized)
+5.56%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+24.22%
Peer Avg (YTD)
+18.52%
vs Peers
+5.69%

WGICX Mutual Fund Performance

WGICX performance across multiple time periods: 1-month 9.16%, YTD 24.22%, 1-year 37.61%, 3-year 17.59%, 5-year 5.56%.

WGICX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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