WGISX Mutual Fund

WGISX Mutual Fund

NAV$13.21
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Returns Overview

1 Month
+2.54%
3 Months
-0.15%
6 Months
-2.34%
YTD
+2.77%
1 Year
-6.27%
3 Years (annualized)
+7.56%
5 Years (annualized)
-2.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGISX 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
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📉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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+2.77%
Peer Avg (YTD)
+9.59%
vs Peers
-6.82%

WGISX Mutual Fund Performance

WGISX performance across multiple time periods: 1-month 2.54%, YTD 2.77%, 1-year -6.27%, 3-year 7.56%, 5-year -2.95%.

WGISX returns trail the peer average of 9.59% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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