WGICX Mutual Fund

WGICX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
+1.42%
3 Months
+1.73%
6 Months
+8.12%
YTD
+15.76%
1 Year
+20.36%
3 Years (annualized)
+14.64%
5 Years (annualized)
+0.32%
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)
+15.76%
Peer Avg (YTD)
+15.20%
vs Peers
+0.56%

WGICX Mutual Fund Performance

WGICX performance across multiple time periods: 1-month 1.42%, YTD 15.76%, 1-year 20.36%, 3-year 14.64%, 5-year 0.32%, 10-year 13.90%.

WGICX returns outperform the peer average of 15.20% 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.