WGIVX Mutual Fund

WGIVX Mutual Fund

NAV$15.79
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Returns Overview

1 Month
+7.05%
3 Months
+3.77%
6 Months
+9.93%
YTD
+15.85%
1 Year
+34.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGIVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+15.85%
Peer Avg (YTD)
+11.41%
vs Peers
+4.44%

WGIVX Mutual Fund Performance

WGIVX performance across multiple time periods: 1-month 7.05%, YTD 15.85%, 1-year 34.70%.

WGIVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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