WGIFX Mutual Fund

WGIFX Mutual Fund

NAV$82.78
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Returns Overview

1 Month
-0.25%
3 Months
+16.68%
6 Months
+15.19%
YTD
+13.81%
1 Year
+27.48%
3 Years (annualized)
+20.15%
5 Years (annualized)
+10.90%
10 Years (annualized)
+12.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGIFX 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)
+13.81%
Peer Avg (YTD)
+9.13%
vs Peers
+4.67%

WGIFX Mutual Fund Performance

WGIFX performance across multiple time periods: 1-month -0.25%, YTD 13.81%, 1-year 27.48%, 3-year 20.15%, 5-year 10.90%, 10-year 12.13%.

WGIFX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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